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
3726
$651 ﹤0.01%
50
3727
$647 ﹤0.01%
117
-104
3728
$643 ﹤0.01%
+19
3729
$642 ﹤0.01%
110
-300
3730
$640 ﹤0.01%
65
-14
3731
$639 ﹤0.01%
75
-1,596
3732
$633 ﹤0.01%
13
-7
3733
$633 ﹤0.01%
54
3734
$632 ﹤0.01%
26
3735
$629 ﹤0.01%
21
-121
3736
$626 ﹤0.01%
100
3737
$617 ﹤0.01%
13
3738
$615 ﹤0.01%
65
3739
$604 ﹤0.01%
76
-5
3740
$598 ﹤0.01%
+360
3741
$593 ﹤0.01%
+75
3742
$592 ﹤0.01%
125
3743
$589 ﹤0.01%
52
3744
$587 ﹤0.01%
28
3745
$587 ﹤0.01%
12
3746
$582 ﹤0.01%
28
+6
3747
$578 ﹤0.01%
22
3748
$577 ﹤0.01%
102
+37
3749
$576 ﹤0.01%
13
3750
$573 ﹤0.01%
+26
148 149
150
151 152