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
376
$1.45M 0.04%
27,725
+9,970
377
$1.45M 0.04%
18,458
+1,387
378
$1.44M 0.04%
5,506
+563
379
$1.43M 0.04%
56,266
+35,043
380
$1.43M 0.04%
+57,670
381
$1.43M 0.04%
18,373
+18,074
382
$1.42M 0.04%
6,009
+3,147
383
$1.42M 0.04%
35,451
+29,534
384
$1.42M 0.04%
39,288
+17,655
385
$1.41M 0.04%
48,443
+21,909
386
$1.4M 0.04%
28,689
+28,146
387
$1.4M 0.04%
54,969
+20,772
388
$1.4M 0.04%
12,114
+291
389
$1.4M 0.04%
28,369
+18,102
390
$1.39M 0.04%
2,871
+462
391
$1.39M 0.04%
1,395
+7
392
$1.38M 0.04%
19,784
+18,932
393
$1.38M 0.04%
22,451
+15,927
394
$1.38M 0.04%
40,963
-279
395
$1.38M 0.04%
32,310
+6,585
396
$1.38M 0.04%
11,912
+2,989
397
$1.37M 0.04%
5,117
+1,175
398
$1.37M 0.03%
12,527
+2,486
399
$1.37M 0.03%
10,199
+8,895
400
$1.37M 0.03%
30,198
-40,794
14 15
16
17 18