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
3651
$875 ﹤0.01%
9
3652
$873 ﹤0.01%
25
3653
$872 ﹤0.01%
55
-7
3654
$871 ﹤0.01%
45
3655
$869 ﹤0.01%
285
-326
3656
$866 ﹤0.01%
+141
3657
$862 ﹤0.01%
+57
3658
$857 ﹤0.01%
85
3659
$857 ﹤0.01%
50
3660
$853 ﹤0.01%
71
-86
3661
$853 ﹤0.01%
42
3662
$851 ﹤0.01%
49
-101
3663
$849 ﹤0.01%
162
+45
3664
$844 ﹤0.01%
13
-990
3665
$837 ﹤0.01%
64
-150
3666
$830 ﹤0.01%
15
-4
3667
$826 ﹤0.01%
39
+18
3668
$826 ﹤0.01%
61
3669
$826 ﹤0.01%
19
3670
$824 ﹤0.01%
74
-12
3671
$822 ﹤0.01%
20
3672
$822 ﹤0.01%
51
-67
3673
$820 ﹤0.01%
27
3674
$819 ﹤0.01%
123
+40
3675
$816 ﹤0.01%
8
+1
145 146
147
148 149