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
3901
$260 ﹤0.01%
44
+14
3902
$260 ﹤0.01%
44
3903
$260 ﹤0.01%
+40
3904
$257 ﹤0.01%
12
3905
$255 ﹤0.01%
7
+1
3906
$255 ﹤0.01%
3
3907
$255 ﹤0.01%
15
3908
$255 ﹤0.01%
+236
3909
$254 ﹤0.01%
16
3910
$248 ﹤0.01%
9
3911
$246 ﹤0.01%
17
3912
$244 ﹤0.01%
28
3913
$244 ﹤0.01%
4
3914
$244 ﹤0.01%
+5
3915
$243 ﹤0.01%
28
+23
3916
$242 ﹤0.01%
15
3917
$241 ﹤0.01%
11
3918
$235 ﹤0.01%
17
3919
$232 ﹤0.01%
6
3920
$231 ﹤0.01%
7
3921
$230 ﹤0.01%
38
3922
$229 ﹤0.01%
36
-145
3923
$229 ﹤0.01%
60
-111
3924
$228 ﹤0.01%
24
3925
$227 ﹤0.01%
7
155 156
157
158 159