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
4001
$151 ﹤0.01%
33
4002
$151 ﹤0.01%
22
4003
$149 ﹤0.01%
17
-82
4004
$149 ﹤0.01%
100
4005
$149 ﹤0.01%
30
4006
$148 ﹤0.01%
17
4007
$147 ﹤0.01%
99
4008
$147 ﹤0.01%
3
-7
4009
$145 ﹤0.01%
18
4010
$145 ﹤0.01%
22
4011
$144 ﹤0.01%
18
4012
$143 ﹤0.01%
+89
4013
$142 ﹤0.01%
+4
4014
$141 ﹤0.01%
6
-3
4015
$141 ﹤0.01%
144
4016
$141 ﹤0.01%
5
-44
4017
$140 ﹤0.01%
2
-15
4018
$140 ﹤0.01%
16
4019
$139 ﹤0.01%
2
4020
$138 ﹤0.01%
14
4021
$138 ﹤0.01%
10
4022
$137 ﹤0.01%
20
-86
4023
$136 ﹤0.01%
3
4024
$135 ﹤0.01%
9
4025
$135 ﹤0.01%
8
159 160
161
162 163