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
2451
$217 ﹤0.01%
4
2452
$212 ﹤0.01%
+10
2453
$212 ﹤0.01%
9
2454
$209 ﹤0.01%
3
2455
$208 ﹤0.01%
5
-400
2456
$206 ﹤0.01%
3
2457
$206 ﹤0.01%
3
2458
$204 ﹤0.01%
50
2459
$203 ﹤0.01%
16
2460
$201 ﹤0.01%
12
2461
$201 ﹤0.01%
2
2462
$200 ﹤0.01%
9
-3
2463
$200 ﹤0.01%
500
2464
$200 ﹤0.01%
+16
2465
$193 ﹤0.01%
15
-25
2466
$192 ﹤0.01%
+6
2467
$192 ﹤0.01%
9
2468
$191 ﹤0.01%
50
2469
$191 ﹤0.01%
66
2470
$191 ﹤0.01%
1
-52
2471
$188 ﹤0.01%
+5
2472
$184 ﹤0.01%
52
2473
$183 ﹤0.01%
10
2474
$182 ﹤0.01%
11
2475
$181 ﹤0.01%
4
-1
97 98
99
100 101