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
4051
$115 ﹤0.01%
12
4052
$113 ﹤0.01%
6
4053
$112 ﹤0.01%
+3
4054
$111 ﹤0.01%
12
-5
4055
$111 ﹤0.01%
3
-40
4056
$107 ﹤0.01%
+2
4057
$107 ﹤0.01%
100
-639
4058
$101 ﹤0.01%
4
-4
4059
$100 ﹤0.01%
7
4060
$99 ﹤0.01%
12
4061
$99 ﹤0.01%
39
4062
$99 ﹤0.01%
5
4063
$99 ﹤0.01%
4
4064
$99 ﹤0.01%
32
4065
$98 ﹤0.01%
5
4066
$98 ﹤0.01%
+150
4067
$98 ﹤0.01%
+10
4068
$97 ﹤0.01%
3
4069
$97 ﹤0.01%
6
4070
$97 ﹤0.01%
5
4071
$95 ﹤0.01%
144
-122
4072
$94 ﹤0.01%
20
4073
$91 ﹤0.01%
10
4074
$91 ﹤0.01%
5
4075
$90 ﹤0.01%
19
161 162
163
164 165