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
4176
$25 ﹤0.01%
1
4177
$25 ﹤0.01%
25
4178
$25 ﹤0.01%
1
4179
$25 ﹤0.01%
1
-149
4180
$25 ﹤0.01%
10
-8
4181
$24 ﹤0.01%
5
-14
4182
$24 ﹤0.01%
16
-30
4183
$23 ﹤0.01%
10
-11
4184
$22 ﹤0.01%
+25
4185
$22 ﹤0.01%
4
4186
$21 ﹤0.01%
46
4187
$21 ﹤0.01%
1
4188
$21 ﹤0.01%
1
4189
$20 ﹤0.01%
10
4190
$20 ﹤0.01%
2
-5
4191
$19 ﹤0.01%
3
4192
$19 ﹤0.01%
2
4193
$18 ﹤0.01%
56
-44
4194
$18 ﹤0.01%
4
4195
$18 ﹤0.01%
1
-1
4196
$17 ﹤0.01%
4
4197
$16 ﹤0.01%
5
4198
$16 ﹤0.01%
1
4199
$16 ﹤0.01%
1
4200
$16 ﹤0.01%
1
-377
166 167
168
169 170