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
2426
$248 ﹤0.01%
9
2427
$248 ﹤0.01%
5
2428
$247 ﹤0.01%
7
2429
$244 ﹤0.01%
+3
2430
$244 ﹤0.01%
46
2431
$242 ﹤0.01%
+62
2432
$242 ﹤0.01%
+1
2433
$241 ﹤0.01%
15
-199
2434
$241 ﹤0.01%
25
2435
$240 ﹤0.01%
46
+9
2436
$237 ﹤0.01%
+58
2437
$237 ﹤0.01%
68
2438
$236 ﹤0.01%
11
2439
$233 ﹤0.01%
+27
2440
$233 ﹤0.01%
13
2441
$231 ﹤0.01%
39
2442
$230 ﹤0.01%
39
2443
$229 ﹤0.01%
23
2444
$226 ﹤0.01%
34
-204
2445
$222 ﹤0.01%
29
-63
2446
$221 ﹤0.01%
4
-100
2447
$221 ﹤0.01%
28
2448
$218 ﹤0.01%
+2
2449
$217 ﹤0.01%
+10
2450
$217 ﹤0.01%
22
96 97
98
99 100