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
4076
$90 ﹤0.01%
3
4077
$89 ﹤0.01%
10
4078
$88 ﹤0.01%
9
-6
4079
$88 ﹤0.01%
8
4080
$88 ﹤0.01%
80
4081
$88 ﹤0.01%
17
-103
4082
$87 ﹤0.01%
+2
4083
$86 ﹤0.01%
1
4084
$86 ﹤0.01%
7
-28
4085
$85 ﹤0.01%
3
4086
$84 ﹤0.01%
30
-100
4087
$84 ﹤0.01%
100
4088
$83 ﹤0.01%
+7
4089
$83 ﹤0.01%
6
-20
4090
$83 ﹤0.01%
5
-8
4091
$80 ﹤0.01%
3
4092
$79 ﹤0.01%
8
4093
$77 ﹤0.01%
3
4094
$76 ﹤0.01%
40
-3
4095
$74 ﹤0.01%
5
+3
4096
$72 ﹤0.01%
5
4097
$72 ﹤0.01%
55
4098
$70 ﹤0.01%
33
4099
$69 ﹤0.01%
16
4100
$69 ﹤0.01%
+15
162 163
164
165 166