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
$3.92B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,518
New
Increased
Reduced
Closed

Top Buys

1
+$72.5M
2
+$48.2M
3
+$46.6M
4
BND icon
Vanguard Total Bond Market
BND
+$41.3M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$37.2M

Top Sells

1
+$5.41M
2
+$3.47M
3
+$3.29M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$3.23M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.46M

Sector Composition

1 Technology 9.18%
2 Consumer Discretionary 4.79%
3 Financials 4.18%
4 Healthcare 2.83%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.07M 0.08%
23,833
+5,914
227
$3.07M 0.08%
61,614
+10,535
228
$3.06M 0.08%
9,993
+68
229
$3.06M 0.08%
32,624
+4,130
230
$3.02M 0.08%
121,893
-8,666
231
$3M 0.08%
12,808
+4,540
232
$2.99M 0.08%
8,687
-717
233
$2.98M 0.08%
11,490
+3,848
234
$2.96M 0.08%
59,342
+12,475
235
$2.95M 0.08%
14,482
+1,059
236
$2.93M 0.07%
59,031
+38,502
237
$2.91M 0.07%
57,280
+6,627
238
$2.87M 0.07%
27,236
+12,477
239
$2.84M 0.07%
48,333
+14,140
240
$2.84M 0.07%
56,570
+56,363
241
$2.82M 0.07%
27,490
+495
242
$2.82M 0.07%
10,176
+2,626
243
$2.8M 0.07%
29,802
+10,012
244
$2.76M 0.07%
25,411
+11,848
245
$2.72M 0.07%
42,014
+1,854
246
$2.69M 0.07%
4,033
+603
247
$2.67M 0.07%
75,000
+73,975
248
$2.66M 0.07%
14,451
+13,417
249
$2.65M 0.07%
52,601
+29,965
250
$2.62M 0.07%
111,636
+13,711
8 9
10
11 12