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
3876
$290 ﹤0.01%
28
-36
3877
$289 ﹤0.01%
158
3878
$285 ﹤0.01%
22
+8
3879
$284 ﹤0.01%
12
-95
3880
$282 ﹤0.01%
22
3881
$281 ﹤0.01%
40
-49
3882
$281 ﹤0.01%
125
3883
$281 ﹤0.01%
9
-93
3884
$281 ﹤0.01%
7
3885
$280 ﹤0.01%
45
3886
$279 ﹤0.01%
16
3887
$277 ﹤0.01%
10
3888
$275 ﹤0.01%
10
3889
$275 ﹤0.01%
9
3890
$274 ﹤0.01%
6
-2
3891
$272 ﹤0.01%
166
3892
$271 ﹤0.01%
406
3893
$269 ﹤0.01%
12
3894
$269 ﹤0.01%
12
-9
3895
$269 ﹤0.01%
4
+2
3896
$266 ﹤0.01%
58
+20
3897
$266 ﹤0.01%
50
-8
3898
$264 ﹤0.01%
4
+3
3899
$264 ﹤0.01%
122
-10,074
3900
$264 ﹤0.01%
33
154 155
156
157 158