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
3951
$198 ﹤0.01%
5
3952
$196 ﹤0.01%
3
3953
$193 ﹤0.01%
30
3954
$192 ﹤0.01%
11
3955
$190 ﹤0.01%
21
-1
3956
$188 ﹤0.01%
66
3957
$187 ﹤0.01%
3
3958
$187 ﹤0.01%
21
-6
3959
$186 ﹤0.01%
47
3960
$185 ﹤0.01%
14
3961
$183 ﹤0.01%
8
3962
$180 ﹤0.01%
1
3963
$180 ﹤0.01%
46
3964
$180 ﹤0.01%
6
3965
$180 ﹤0.01%
15
3966
$180 ﹤0.01%
40
3967
$180 ﹤0.01%
41
3968
$177 ﹤0.01%
60
3969
$176 ﹤0.01%
+429
3970
$176 ﹤0.01%
40
3971
$175 ﹤0.01%
+7
3972
$174 ﹤0.01%
9
3973
$174 ﹤0.01%
1
-23
3974
$173 ﹤0.01%
23
3975
$172 ﹤0.01%
15
157 158
159
160 161