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
4151
$36 ﹤0.01%
1
4152
$36 ﹤0.01%
4
4153
$36 ﹤0.01%
37
4154
$36 ﹤0.01%
80
-64
4155
$36 ﹤0.01%
1
4156
$35 ﹤0.01%
3
4157
$35 ﹤0.01%
14
-36
4158
$34 ﹤0.01%
10
4159
$33 ﹤0.01%
13
4160
$32 ﹤0.01%
5
4161
$32 ﹤0.01%
2
4162
$31 ﹤0.01%
7
+3
4163
$31 ﹤0.01%
+20
4164
$30 ﹤0.01%
+20
4165
$30 ﹤0.01%
2
-6
4166
$29 ﹤0.01%
1
4167
$29 ﹤0.01%
+30
4168
$29 ﹤0.01%
2
4169
$29 ﹤0.01%
2
-4
4170
$28 ﹤0.01%
3
-10
4171
$28 ﹤0.01%
+4
4172
$27 ﹤0.01%
10
4173
$27 ﹤0.01%
1
4174
$26 ﹤0.01%
2
4175
$26 ﹤0.01%
25
165 166
167
168 169