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
4101
$68 ﹤0.01%
19
4102
$65 ﹤0.01%
2
4103
$62 ﹤0.01%
8
+2
4104
$60 ﹤0.01%
5
4105
$60 ﹤0.01%
36
4106
$60 ﹤0.01%
2
-1
4107
$59 ﹤0.01%
1
-1
4108
$58 ﹤0.01%
15
4109
$57 ﹤0.01%
2
4110
$56 ﹤0.01%
2
4111
$56 ﹤0.01%
4
4112
$54 ﹤0.01%
2
4113
$54 ﹤0.01%
14
4114
$54 ﹤0.01%
7
4115
$54 ﹤0.01%
1
4116
$53 ﹤0.01%
25
4117
$53 ﹤0.01%
+3
4118
$53 ﹤0.01%
5
4119
$53 ﹤0.01%
+25
4120
$52 ﹤0.01%
2
4121
$51 ﹤0.01%
+89
4122
$50 ﹤0.01%
35
4123
$49 ﹤0.01%
15
-25
4124
$48 ﹤0.01%
8
4125
$48 ﹤0.01%
6
163 164
165
166 167