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
3751
$565 ﹤0.01%
29
-138
3752
$559 ﹤0.01%
12
3753
$557 ﹤0.01%
19
3754
$552 ﹤0.01%
30
3755
$545 ﹤0.01%
183
+100
3756
$544 ﹤0.01%
40
3757
$543 ﹤0.01%
29
3758
$543 ﹤0.01%
532
-156
3759
$542 ﹤0.01%
15
3760
$536 ﹤0.01%
496
3761
$534 ﹤0.01%
25
-8
3762
$530 ﹤0.01%
33
+15
3763
$527 ﹤0.01%
20
-20
3764
$526 ﹤0.01%
96
3765
$524 ﹤0.01%
1
-80
3766
$518 ﹤0.01%
65
3767
$518 ﹤0.01%
28
3768
$514 ﹤0.01%
18
-1
3769
$507 ﹤0.01%
239
-251
3770
$504 ﹤0.01%
450
3771
$502 ﹤0.01%
86
-24
3772
$500 ﹤0.01%
66
-116
3773
$498 ﹤0.01%
52
3774
$497 ﹤0.01%
+46
3775
$497 ﹤0.01%
10
149 150
151
152 153