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
3801
$424 ﹤0.01%
+22
3802
$422 ﹤0.01%
115
-3
3803
$417 ﹤0.01%
198
-163
3804
$416 ﹤0.01%
146
-70
3805
$416 ﹤0.01%
+200
3806
$414 ﹤0.01%
55
3807
$405 ﹤0.01%
51
+49
3808
$404 ﹤0.01%
65
-24
3809
$402 ﹤0.01%
15
-2,542
3810
$402 ﹤0.01%
58
3811
$402 ﹤0.01%
+40
3812
$399 ﹤0.01%
6
3813
$398 ﹤0.01%
147
-70
3814
$397 ﹤0.01%
2
-12
3815
$396 ﹤0.01%
47
3816
$394 ﹤0.01%
18
3817
$393 ﹤0.01%
55
3818
$393 ﹤0.01%
+20
3819
$392 ﹤0.01%
14
-10
3820
$388 ﹤0.01%
8
3821
$388 ﹤0.01%
50
-1,950
3822
$388 ﹤0.01%
39
-2
3823
$384 ﹤0.01%
+38
3824
$380 ﹤0.01%
19
-2
3825
$380 ﹤0.01%
24
-7
151 152
153
154 155