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
4251
$1 ﹤0.01%
1
4252
$1 ﹤0.01%
1
4253
$1 ﹤0.01%
1
4254
$1 ﹤0.01%
2
4255
$1 ﹤0.01%
1
4256
– –
0
4257
– –
-14
4258
$1 ﹤0.01%
+10
4259
$1 ﹤0.01%
6
-45
4260
$1 ﹤0.01%
4
4261
– –
0
4262
– –
-550
4263
– –
-207
4264
– –
-19
4265
– –
-8
4266
– –
-9,800
4267
– –
-33
4268
– –
-274
4269
– –
-3
4270
– –
-230
4271
– –
-14
4272
– –
0
4273
– –
-11
4274
– –
-159
4275
– –
-117
169 170
171
172 173