FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,748
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$17.7M
3
+$6.63M
4
AAPL icon
Apple
AAPL
+$5.81M
5
BND icon
Vanguard Total Bond Market
BND
+$5.77M

Top Sells

1
+$2.28M
2
+$1.14M
3
+$1.04M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$979K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$947K

Sector Composition

1 Technology 7.95%
2 Financials 4.93%
3 Healthcare 4.01%
4 Consumer Discretionary 3.09%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$345 ﹤0.01%
11
2352
$345 ﹤0.01%
5
+1
2353
$344 ﹤0.01%
28
2354
$343 ﹤0.01%
3
2355
$341 ﹤0.01%
4
2356
$341 ﹤0.01%
+5
2357
$339 ﹤0.01%
36
2358
$339 ﹤0.01%
21
2359
$336 ﹤0.01%
42
+36
2360
$335 ﹤0.01%
15
2361
$333 ﹤0.01%
2
2362
$328 ﹤0.01%
+10
2363
$325 ﹤0.01%
+60
2364
$324 ﹤0.01%
2
2365
$323 ﹤0.01%
11
-91
2366
$323 ﹤0.01%
14
2367
$321 ﹤0.01%
4
2368
$317 ﹤0.01%
39
2369
$316 ﹤0.01%
12
2370
$316 ﹤0.01%
14
2371
$313 ﹤0.01%
100
2372
$310 ﹤0.01%
3
2373
$308 ﹤0.01%
+30
2374
$306 ﹤0.01%
48
2375
$303 ﹤0.01%
20
93 94
95
96 97