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
276
$2.24M 0.06%
59,561
-4,940
277
$2.24M 0.06%
18,263
+5,916
278
$2.24M 0.06%
90,189
+60,921
279
$2.22M 0.06%
22,931
+14,244
280
$2.21M 0.06%
13,134
+2,062
281
$2.21M 0.06%
472
-17
282
$2.21M 0.06%
40,430
-3,518
283
$2.19M 0.06%
37,930
-29,135
284
$2.17M 0.06%
12,172
+2,109
285
$2.15M 0.05%
41,790
+29,669
286
$2.14M 0.05%
35,912
+13,372
287
$2.14M 0.05%
42,383
+11,310
288
$2.11M 0.05%
57,400
-4,806
289
$2.09M 0.05%
85,290
+26,095
290
$2.09M 0.05%
114,544
-3,651
291
$2.08M 0.05%
17,364
+16,311
292
$2.08M 0.05%
19,683
-4,973
293
$2.07M 0.05%
68,859
+2,281
294
$2.05M 0.05%
5,668
+1,449
295
$2.04M 0.05%
65,433
+4,237
296
$2.03M 0.05%
40,816
+10,515
297
$2.03M 0.05%
66,590
-852
298
$2.02M 0.05%
+66,296
299
$2.02M 0.05%
19,641
+5,554
300
$2.01M 0.05%
91,303
+14,274
10 11
12
13 14