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
3826
$379 ﹤0.01%
27
3827
$378 ﹤0.01%
45
3828
$378 ﹤0.01%
13
+10
3829
$373 ﹤0.01%
40
+35
3830
$373 ﹤0.01%
13
3831
$372 ﹤0.01%
+358
3832
$368 ﹤0.01%
28
3833
$365 ﹤0.01%
9
3834
$364 ﹤0.01%
28
3835
$363 ﹤0.01%
50
3836
$360 ﹤0.01%
50
-10
3837
$358 ﹤0.01%
25
3838
$357 ﹤0.01%
25
3839
$355 ﹤0.01%
46
-121
3840
$352 ﹤0.01%
13
-10
3841
$352 ﹤0.01%
3
3842
$351 ﹤0.01%
43
+14
3843
$350 ﹤0.01%
57
3844
$347 ﹤0.01%
45
3845
$345 ﹤0.01%
51
3846
$345 ﹤0.01%
26
3847
$339 ﹤0.01%
8
3848
$337 ﹤0.01%
20
3849
$333 ﹤0.01%
+215
3850
$332 ﹤0.01%
1
152 153
154
155 156