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
3976
$171 ﹤0.01%
66
3977
$170 ﹤0.01%
14
3978
$169 ﹤0.01%
1
3979
$169 ﹤0.01%
22
3980
$168 ﹤0.01%
6
3981
$168 ﹤0.01%
27
3982
$167 ﹤0.01%
10
-7
3983
$164 ﹤0.01%
50
-35
3984
$163 ﹤0.01%
20
3985
$163 ﹤0.01%
21
3986
$162 ﹤0.01%
248
-1,028
3987
$161 ﹤0.01%
8
3988
$161 ﹤0.01%
20
-41
3989
$161 ﹤0.01%
9
3990
$161 ﹤0.01%
5
3991
$159 ﹤0.01%
+115
3992
$157 ﹤0.01%
7
3993
$157 ﹤0.01%
25
-214
3994
$156 ﹤0.01%
6
3995
$156 ﹤0.01%
+25
3996
$156 ﹤0.01%
5
-6
3997
$155 ﹤0.01%
+100
3998
$154 ﹤0.01%
100
3999
$154 ﹤0.01%
8
4000
$154 ﹤0.01%
22
158 159
160
161 162