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
3776
$490 ﹤0.01%
25
-79
3777
$489 ﹤0.01%
36
3778
$489 ﹤0.01%
74
3779
$488 ﹤0.01%
9
-12
3780
$483 ﹤0.01%
50
3781
$478 ﹤0.01%
193
-2,094
3782
$477 ﹤0.01%
+6
3783
$475 ﹤0.01%
8
-4
3784
$472 ﹤0.01%
16
+10
3785
$470 ﹤0.01%
+10
3786
$463 ﹤0.01%
11
3787
$461 ﹤0.01%
123
+94
3788
$457 ﹤0.01%
13
3789
$452 ﹤0.01%
44
-32
3790
$450 ﹤0.01%
+73
3791
$449 ﹤0.01%
20
3792
$446 ﹤0.01%
18
-143
3793
$445 ﹤0.01%
158
-130
3794
$443 ﹤0.01%
+11
3795
$438 ﹤0.01%
7
-2
3796
$437 ﹤0.01%
25
3797
$435 ﹤0.01%
+48
3798
$433 ﹤0.01%
100
3799
$424 ﹤0.01%
16
3800
$424 ﹤0.01%
43
150 151
152
153 154