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
4026
$134 ﹤0.01%
6
4027
$133 ﹤0.01%
60
4028
$132 ﹤0.01%
3
4029
$131 ﹤0.01%
10
-26
4030
$131 ﹤0.01%
15
4031
$130 ﹤0.01%
4
4032
$128 ﹤0.01%
30
4033
$128 ﹤0.01%
122
+52
4034
$128 ﹤0.01%
1
4035
$127 ﹤0.01%
4
4036
$127 ﹤0.01%
5
4037
$125 ﹤0.01%
6
-18,842
4038
$125 ﹤0.01%
6
4039
$124 ﹤0.01%
1
-1
4040
$122 ﹤0.01%
44
-165
4041
$122 ﹤0.01%
8
4042
$121 ﹤0.01%
150
+50
4043
$120 ﹤0.01%
106
-120
4044
$118 ﹤0.01%
7
4045
$116 ﹤0.01%
82
4046
$116 ﹤0.01%
2
4047
$116 ﹤0.01%
28
4048
$116 ﹤0.01%
5
-22
4049
$116 ﹤0.01%
8
-539
4050
$116 ﹤0.01%
20
-246
160 161
162
163 164