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
3701
$714 ﹤0.01%
64
3702
$707 ﹤0.01%
18
3703
$706 ﹤0.01%
62
3704
$704 ﹤0.01%
12
-23
3705
$704 ﹤0.01%
13
+11
3706
$700 ﹤0.01%
26
-496
3707
$700 ﹤0.01%
14
3708
$696 ﹤0.01%
73
-20
3709
$695 ﹤0.01%
34
-281
3710
$692 ﹤0.01%
18
3711
$688 ﹤0.01%
+22
3712
$687 ﹤0.01%
76
+43
3713
$686 ﹤0.01%
85
-1
3714
$685 ﹤0.01%
27
3715
$683 ﹤0.01%
50
3716
$682 ﹤0.01%
348
3717
$676 ﹤0.01%
27
-6
3718
$672 ﹤0.01%
42
+27
3719
$672 ﹤0.01%
46
3720
$671 ﹤0.01%
150
3721
$668 ﹤0.01%
14
-52
3722
$664 ﹤0.01%
104
+89
3723
$663 ﹤0.01%
40
+10
3724
$659 ﹤0.01%
44
3725
$658 ﹤0.01%
48
147 148
149
150 151