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
3926
$227 ﹤0.01%
201
3927
$225 ﹤0.01%
34
3928
$224 ﹤0.01%
+5
3929
$224 ﹤0.01%
35
3930
$223 ﹤0.01%
30
3931
$223 ﹤0.01%
55
3932
$222 ﹤0.01%
100
3933
$222 ﹤0.01%
2
+1
3934
$220 ﹤0.01%
+100
3935
$219 ﹤0.01%
160
3936
$217 ﹤0.01%
17
-57
3937
$217 ﹤0.01%
7
-40
3938
$216 ﹤0.01%
13
3939
$216 ﹤0.01%
28
3940
$216 ﹤0.01%
8
+2
3941
$214 ﹤0.01%
10
3942
$213 ﹤0.01%
35
3943
$212 ﹤0.01%
5
+1
3944
$211 ﹤0.01%
11
3945
$210 ﹤0.01%
26
-85
3946
$207 ﹤0.01%
50
3947
$207 ﹤0.01%
23
3948
$205 ﹤0.01%
+1,598
3949
$203 ﹤0.01%
+100
3950
$203 ﹤0.01%
+16
156 157
158
159 160