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
4201
$16 ﹤0.01%
25
-75
4202
$15 ﹤0.01%
+2
4203
$15 ﹤0.01%
1
-6
4204
$15 ﹤0.01%
1
4205
$14 ﹤0.01%
6
4206
$14 ﹤0.01%
1
4207
$14 ﹤0.01%
2
4208
$14 ﹤0.01%
10
4209
$13 ﹤0.01%
1
4210
$12 ﹤0.01%
+4
4211
$12 ﹤0.01%
1
-65
4212
$12 ﹤0.01%
+20
4213
$11 ﹤0.01%
1
-11
4214
$11 ﹤0.01%
5
-236
4215
$11 ﹤0.01%
10
4216
$10 ﹤0.01%
5
-1
4217
$10 ﹤0.01%
93
+20
4218
$10 ﹤0.01%
1
-25
4219
$10 ﹤0.01%
+3
4220
$9 ﹤0.01%
6
4221
– –
-4
4222
$9 ﹤0.01%
7
4223
– –
0
4224
$8 ﹤0.01%
1
-6
4225
$8 ﹤0.01%
1
167 168
169
170 171