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
3676
$815 ﹤0.01%
32
3677
$814 ﹤0.01%
156
+119
3678
$813 ﹤0.01%
+21
3679
$811 ﹤0.01%
46
+10
3680
$809 ﹤0.01%
6
+3
3681
$799 ﹤0.01%
85
-204
3682
$797 ﹤0.01%
295
3683
$796 ﹤0.01%
31
3684
$787 ﹤0.01%
+412
3685
$781 ﹤0.01%
+19
3686
$774 ﹤0.01%
20
3687
$774 ﹤0.01%
42
3688
$772 ﹤0.01%
+100
3689
$769 ﹤0.01%
50
3690
$762 ﹤0.01%
28
3691
$755 ﹤0.01%
78
+73
3692
$753 ﹤0.01%
9
-9
3693
$751 ﹤0.01%
+38
3694
$751 ﹤0.01%
85
-27
3695
$742 ﹤0.01%
35
3696
$742 ﹤0.01%
47
+46
3697
$742 ﹤0.01%
+1,068
3698
$730 ﹤0.01%
27
3699
$728 ﹤0.01%
16
-2
3700
$726 ﹤0.01%
13
146 147
148
149 150