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
326
$1.79M 0.05%
3,833
+1,046
327
$1.78M 0.05%
38,546
+23,834
328
$1.77M 0.05%
18,324
+3,681
329
$1.77M 0.05%
36,519
-9,240
330
$1.77M 0.05%
18,261
+1,257
331
$1.76M 0.04%
+29,470
332
$1.75M 0.04%
124,634
+5,730
333
$1.75M 0.04%
8,719
+935
334
$1.75M 0.04%
41,810
+27,343
335
$1.74M 0.04%
22,138
+16,999
336
$1.74M 0.04%
60,851
+25,109
337
$1.73M 0.04%
14,721
-511
338
$1.73M 0.04%
13,510
+3,310
339
$1.72M 0.04%
22,265
+1,776
340
$1.72M 0.04%
15,862
+15,554
341
$1.72M 0.04%
65,941
+37,903
342
$1.72M 0.04%
18,325
+7,496
343
$1.71M 0.04%
15,628
+3,389
344
$1.71M 0.04%
+12,840
345
$1.71M 0.04%
9,280
+7,808
346
$1.7M 0.04%
2,526
+427
347
$1.69M 0.04%
62,077
+15,082
348
$1.69M 0.04%
13,558
+5,372
349
$1.66M 0.04%
37,040
+13,112
350
$1.65M 0.04%
6,933
+3,829
12 13
14
15 16