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
2376
$303 ﹤0.01%
72
2377
$302 ﹤0.01%
7
2378
$301 ﹤0.01%
6
2379
$300 ﹤0.01%
150
2380
$300 ﹤0.01%
16
-28
2381
$299 ﹤0.01%
20
2382
$298 ﹤0.01%
+5
2383
$298 ﹤0.01%
41
2384
$298 ﹤0.01%
4
2385
$297 ﹤0.01%
3
2386
$296 ﹤0.01%
10
2387
$296 ﹤0.01%
20
2388
$295 ﹤0.01%
13
2389
$294 ﹤0.01%
4
2390
$294 ﹤0.01%
3
+2
2391
$290 ﹤0.01%
40
+30
2392
$290 ﹤0.01%
9
-57
2393
$289 ﹤0.01%
5
2394
$288 ﹤0.01%
+15
2395
$287 ﹤0.01%
16
2396
$286 ﹤0.01%
15
2397
$285 ﹤0.01%
+45
2398
$283 ﹤0.01%
5
-3
2399
$283 ﹤0.01%
23
+15
2400
$282 ﹤0.01%
+7
94 95
96
97 98