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
301
$1.99M 0.05%
8,980
+1,411
302
$1.99M 0.05%
10,549
+2,539
303
$1.97M 0.05%
27,914
+6,242
304
$1.95M 0.05%
18,680
+1,423
305
$1.95M 0.05%
+32,782
306
$1.95M 0.05%
6,367
-213
307
$1.94M 0.05%
21,061
+2,727
308
$1.94M 0.05%
3,286
+58
309
$1.93M 0.05%
39,155
-922
310
$1.92M 0.05%
49,175
+14,258
311
$1.91M 0.05%
19,164
+12,166
312
$1.9M 0.05%
7,811
+1,782
313
$1.9M 0.05%
17,004
+222
314
$1.88M 0.05%
10,989
-1,893
315
$1.88M 0.05%
31,351
+730
316
$1.86M 0.05%
5,803
+5,461
317
$1.86M 0.05%
12,030
+1,858
318
$1.85M 0.05%
46,911
+27,406
319
$1.85M 0.05%
12,920
+5,398
320
$1.84M 0.05%
9,817
+2,496
321
$1.84M 0.05%
3,595
+1,785
322
$1.82M 0.05%
6,399
+871
323
$1.82M 0.05%
10,803
+3,330
324
$1.8M 0.05%
16,373
+6,099
325
$1.8M 0.05%
7,690
+3,082
11 12
13
14 15