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
4226
$8 ﹤0.01%
3
-2
4227
$7 ﹤0.01%
+1
4228
$7 ﹤0.01%
5
-1
4229
$7 ﹤0.01%
1
-1
4230
$7 ﹤0.01%
4
+2
4231
$6 ﹤0.01%
2
4232
$6 ﹤0.01%
1
4233
$5 ﹤0.01%
1
4234
$5 ﹤0.01%
1
4235
$5 ﹤0.01%
+20
4236
$5 ﹤0.01%
2
4237
$5 ﹤0.01%
5
-18
4238
$3 ﹤0.01%
1
4239
$3 ﹤0.01%
+5
4240
$2 ﹤0.01%
1
-7,450
4241
$2 ﹤0.01%
1
4242
$2 ﹤0.01%
1
4243
$2 ﹤0.01%
+1
4244
– –
0
4245
– –
0
4246
$2 ﹤0.01%
1
4247
$2 ﹤0.01%
1
4248
– –
0
4249
$1 ﹤0.01%
6
4250
– –
0
168 169
170
171 172