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
4126
$48 ﹤0.01%
2
4127
$46 ﹤0.01%
40
4128
$46 ﹤0.01%
4
4129
$46 ﹤0.01%
1
-99
4130
$45 ﹤0.01%
6
-995
4131
$45 ﹤0.01%
1
4132
$44 ﹤0.01%
2
-1,605
4133
$44 ﹤0.01%
7
4134
$44 ﹤0.01%
+75
4135
$44 ﹤0.01%
+3
4136
$43 ﹤0.01%
54
+9
4137
$43 ﹤0.01%
+2
4138
$43 ﹤0.01%
10
-5
4139
$42 ﹤0.01%
+19
4140
$42 ﹤0.01%
20
4141
$41 ﹤0.01%
5
4142
$40 ﹤0.01%
6
4143
$39 ﹤0.01%
97
4144
$39 ﹤0.01%
67
4145
$39 ﹤0.01%
650
4146
$38 ﹤0.01%
+15
4147
$38 ﹤0.01%
47
4148
$37 ﹤0.01%
1
4149
$37 ﹤0.01%
+4
4150
$37 ﹤0.01%
1
-1
164 165
166
167 168