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
351
$1.64M 0.04%
57,353
+35,789
352
$1.62M 0.04%
39,629
+39,516
353
$1.61M 0.04%
80,441
+8,017
354
$1.6M 0.04%
+19,432
355
$1.6M 0.04%
3,216
-73
356
$1.59M 0.04%
21,765
+6,992
357
$1.56M 0.04%
35,342
-1,500
358
$1.56M 0.04%
16,339
+13,446
359
$1.55M 0.04%
+49,352
360
$1.55M 0.04%
10,485
+5,044
361
$1.54M 0.04%
3,220
+692
362
$1.52M 0.04%
35,242
-4,418
363
$1.52M 0.04%
12,608
+10,322
364
$1.51M 0.04%
+48,779
365
$1.5M 0.04%
20,309
+20,308
366
$1.5M 0.04%
31,849
+8,748
367
$1.49M 0.04%
8,808
+3,160
368
$1.49M 0.04%
43,600
+34,449
369
$1.48M 0.04%
6,238
+1,154
370
$1.47M 0.04%
10,743
+3,011
371
$1.46M 0.04%
36,044
+2,929
372
$1.46M 0.04%
23,737
+11,117
373
$1.46M 0.04%
7,031
+701
374
$1.46M 0.04%
15,149
-1,129
375
$1.46M 0.04%
+45,700
13 14
15
16 17