FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$66.1M
2
+$50M
3
+$48.8M
4
BND icon
Vanguard Total Bond Market
BND
+$40.8M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$37.2M

Top Sells

1
+$5.41M
2
+$3.54M
3
+$3.28M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$3.2M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.41M

Sector Composition

1 Technology 9.18%
2 Consumer Discretionary 4.79%
3 Financials 4.18%
4 Healthcare 2.83%
5 Industrials 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
– –
0
4231
$6 ﹤0.01%
2
4232
$6 ﹤0.01%
1
4233
$5 ﹤0.01%
+20
4234
$5 ﹤0.01%
2
4235
$5 ﹤0.01%
5
-18
4236
$5 ﹤0.01%
1
4237
$5 ﹤0.01%
1
4238
$3 ﹤0.01%
1
4239
$3 ﹤0.01%
+5
4240
$2 ﹤0.01%
1
4241
$2 ﹤0.01%
1
4242
$2 ﹤0.01%
1
4243
– –
0
4244
$2 ﹤0.01%
1
-7,450
4245
$2 ﹤0.01%
+1
4246
– –
0
4247
– –
0
4248
$2 ﹤0.01%
1
4249
– –
-14
4250
$1 ﹤0.01%
+10
168 169
170
171 172