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
251
$2.6M 0.07%
23,576
+13,922
252
$2.6M 0.07%
26,226
+18,715
253
$2.58M 0.07%
9,545
+4,244
254
$2.54M 0.06%
6,799
+496
255
$2.53M 0.06%
96,152
+50,930
256
$2.51M 0.06%
8,046
+4,737
257
$2.44M 0.06%
68,280
+10,449
258
$2.44M 0.06%
5,048
+1,100
259
$2.42M 0.06%
109,475
+107,031
260
$2.42M 0.06%
2,561
+269
261
$2.41M 0.06%
68,303
+68,302
262
$2.4M 0.06%
3
263
$2.4M 0.06%
7,786
+444
264
$2.37M 0.06%
6,769
+2,887
265
$2.37M 0.06%
28,951
+11,234
266
$2.36M 0.06%
60,259
+16,103
267
$2.36M 0.06%
32,350
+18,937
268
$2.33M 0.06%
13,617
+4,398
269
$2.33M 0.06%
46,570
+8,899
270
$2.32M 0.06%
23,187
+7,117
271
$2.3M 0.06%
4,512
+216
272
$2.3M 0.06%
16,123
+2,555
273
$2.29M 0.06%
69,042
-1,121
274
$2.28M 0.06%
18,798
+6,120
275
$2.25M 0.06%
10,526
+1,212
9 10
11
12 13