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
2401
$280 ﹤0.01%
17
-5
2402
$280 ﹤0.01%
+10
2403
$278 ﹤0.01%
10
-4
2404
$277 ﹤0.01%
5
2405
$277 ﹤0.01%
14
2406
$277 ﹤0.01%
7
2407
$275 ﹤0.01%
17
+13
2408
$274 ﹤0.01%
15
2409
$273 ﹤0.01%
5
2410
$271 ﹤0.01%
165
2411
$269 ﹤0.01%
8
2412
$267 ﹤0.01%
39
2413
$264 ﹤0.01%
+7
2414
$260 ﹤0.01%
12
2415
$260 ﹤0.01%
+8
2416
$260 ﹤0.01%
34
2417
$257 ﹤0.01%
25
2418
$256 ﹤0.01%
25
2419
$256 ﹤0.01%
+10
2420
$255 ﹤0.01%
+5
2421
$255 ﹤0.01%
44
2422
$254 ﹤0.01%
5
2423
$250 ﹤0.01%
4
2424
$249 ﹤0.01%
17
2425
$249 ﹤0.01%
10
95 96
97
98 99