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
401
$1.36M 0.03%
12,141
+1,769
402
$1.35M 0.03%
13,864
+977
403
$1.35M 0.03%
22,216
+8,789
404
$1.35M 0.03%
+49,577
405
$1.34M 0.03%
34,175
+9,437
406
$1.34M 0.03%
+42,619
407
$1.33M 0.03%
31,431
+13,865
408
$1.33M 0.03%
59,698
+10,353
409
$1.33M 0.03%
10,350
+8,060
410
$1.33M 0.03%
77,572
-2,309
411
$1.32M 0.03%
21,698
+8,288
412
$1.32M 0.03%
2,391
+357
413
$1.31M 0.03%
61,028
-149,917
414
$1.31M 0.03%
41,869
+2,717
415
$1.3M 0.03%
12,640
+3,305
416
$1.3M 0.03%
4,113
+473
417
$1.29M 0.03%
12,389
+3,195
418
$1.29M 0.03%
11,486
+2,351
419
$1.28M 0.03%
93,653
+72,469
420
$1.27M 0.03%
+6,144
421
$1.27M 0.03%
14,931
-1,310
422
$1.27M 0.03%
18,270
+647
423
$1.27M 0.03%
15,861
+15,181
424
$1.27M 0.03%
66,265
-11,759
425
$1.26M 0.03%
9,497
+807
15 16
17
18 19