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
451
$1.16M 0.03%
22,886
+448
452
$1.15M 0.03%
20,792
-508
453
$1.15M 0.03%
24,363
+20,250
454
$1.14M 0.03%
11,919
+2,688
455
$1.14M 0.03%
19,836
+19,515
456
$1.14M 0.03%
5,504
+2,270
457
$1.14M 0.03%
38,238
+33,225
458
$1.13M 0.03%
29,128
+14,814
459
$1.13M 0.03%
28,466
+27,737
460
$1.13M 0.03%
6,467
+457
461
$1.12M 0.03%
24,005
+4,856
462
$1.11M 0.03%
11,317
-1,001
463
$1.11M 0.03%
+22,445
464
$1.11M 0.03%
14,275
+3,199
465
$1.11M 0.03%
10,219
+3,661
466
$1.11M 0.03%
16,278
+3,481
467
$1.11M 0.03%
40,250
+6,243
468
$1.11M 0.03%
7,595
-238
469
$1.11M 0.03%
29,088
-902
470
$1.1M 0.03%
8,382
+1,354
471
$1.1M 0.03%
12,405
-1,542
472
$1.09M 0.03%
20,391
+6,089
473
$1.09M 0.03%
23,837
+2,270
474
$1.09M 0.03%
3,179
+592
475
$1.08M 0.03%
20,921
+1,400
17 18
19
20 21