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
426
$1.26M 0.03%
33,715
+33,001
427
$1.24M 0.03%
15,330
+4,133
428
$1.24M 0.03%
17,751
+235
429
$1.24M 0.03%
23,348
+7,978
430
$1.23M 0.03%
29,592
+2,935
431
$1.23M 0.03%
20,288
+1,500
432
$1.23M 0.03%
18,295
-163
433
$1.22M 0.03%
5,300
-700
434
$1.22M 0.03%
12,062
+1,002
435
$1.22M 0.03%
13,459
-2,609
436
$1.22M 0.03%
2,810
+653
437
$1.21M 0.03%
+40,454
438
$1.21M 0.03%
4,005
+239
439
$1.21M 0.03%
9,597
+5,089
440
$1.2M 0.03%
629
+362
441
$1.2M 0.03%
22,521
+18,792
442
$1.19M 0.03%
11,179
+3,927
443
$1.19M 0.03%
26,269
-2,925
444
$1.18M 0.03%
32,885
-6,508
445
$1.18M 0.03%
12,859
+2,771
446
$1.17M 0.03%
27,742
+27,139
447
$1.17M 0.03%
5,615
+3,531
448
$1.16M 0.03%
6,684
-14,113
449
$1.16M 0.03%
21,892
+19,848
450
$1.16M 0.03%
3,505
+1,692
16 17
18
19 20