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
3626
$959 ﹤0.01%
13
3627
$956 ﹤0.01%
20
3628
$944 ﹤0.01%
56
-64
3629
$943 ﹤0.01%
379
-326
3630
$931 ﹤0.01%
12,400
3631
$926 ﹤0.01%
266
-7,734
3632
$925 ﹤0.01%
+277
3633
$925 ﹤0.01%
32
3634
$919 ﹤0.01%
181
3635
$910 ﹤0.01%
+316
3636
$903 ﹤0.01%
209
-82
3637
$898 ﹤0.01%
40
3638
$896 ﹤0.01%
63
+54
3639
$889 ﹤0.01%
74
+67
3640
$888 ﹤0.01%
143
3641
$886 ﹤0.01%
60
+35
3642
$884 ﹤0.01%
+33
3643
$884 ﹤0.01%
13
3644
$881 ﹤0.01%
37
3645
$881 ﹤0.01%
100
3646
$881 ﹤0.01%
68
-1
3647
$881 ﹤0.01%
107
3648
$881 ﹤0.01%
10
3649
$877 ﹤0.01%
19
3650
$875 ﹤0.01%
+24
144 145
146
147 148