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
3851
$331 ﹤0.01%
55
3852
$329 ﹤0.01%
12
-6
3853
$325 ﹤0.01%
550
-300
3854
$323 ﹤0.01%
7
3855
$321 ﹤0.01%
40
3856
$319 ﹤0.01%
+11
3857
$316 ﹤0.01%
52
3858
$316 ﹤0.01%
56
3859
$314 ﹤0.01%
12
-3
3860
$311 ﹤0.01%
18
3861
$311 ﹤0.01%
30
3862
$309 ﹤0.01%
500
3863
$308 ﹤0.01%
113
3864
$307 ﹤0.01%
15
-96
3865
$307 ﹤0.01%
+15
3866
$302 ﹤0.01%
9
3867
$301 ﹤0.01%
19
3868
$300 ﹤0.01%
30
3869
$297 ﹤0.01%
64
3870
$297 ﹤0.01%
5
3871
$294 ﹤0.01%
8
3872
$294 ﹤0.01%
31
-1,184
3873
$292 ﹤0.01%
5
3874
$291 ﹤0.01%
+1,000
3875
$291 ﹤0.01%
43
-50
153 154
155
156 157