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
4251
$1 ﹤0.01%
6
-45
4252
$1 ﹤0.01%
4
4253
– –
0
4254
$1 ﹤0.01%
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4255
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1
4256
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1
4257
$1 ﹤0.01%
1
4258
$1 ﹤0.01%
2
4259
$1 ﹤0.01%
1
4260
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0
4261
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-1
4262
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-100
4263
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-11
4264
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-101
4265
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-400
4266
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-726
4267
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-638
4268
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0
4269
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4270
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-1
4271
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-4
4272
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-346
4273
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-22
4274
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-2
4275
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-675
169 170
171
172 173