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
4351
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4352
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4353
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4354
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4355
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4357
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4358
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4359
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-2,252
4360
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4361
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-1
4362
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4363
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-274
4364
$0 ﹤0.01%
842
4365
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4366
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-203
4367
$0 ﹤0.01%
20
4368
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-80
4369
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-517
4370
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-1
4371
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-1
4372
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-398
4373
– –
-24
4374
$0 ﹤0.01%
8,930
4375
$0 ﹤0.01%
11
173 174
175
176 177