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
26
$22.5M 0.57%
143,514
+26,877
27
$22.1M 0.56%
283,364
+69,993
28
$21.6M 0.55%
420,487
+107,824
29
$20.4M 0.52%
229,311
+103,423
30
$20.2M 0.52%
204,509
-7,754
31
$20M 0.51%
857,993
+153,923
32
$19.8M 0.5%
333,882
+46,048
33
$19.5M 0.5%
700,385
+206,546
34
$18.1M 0.46%
30,837
+8,134
35
$17.6M 0.45%
192,371
+80,160
36
$17.6M 0.45%
426,417
-10,469
37
$17.4M 0.44%
173,261
-34,681
38
$17.3M 0.44%
318,356
+86,596
39
$17.1M 0.44%
155,017
+38,467
40
$17M 0.43%
181,320
+22,463
41
$16.1M 0.41%
101,237
+30,898
42
$16M 0.41%
46,067
+9,881
43
$15.7M 0.4%
90,427
+15,567
44
$15.7M 0.4%
310,086
+54,687
45
$15.6M 0.4%
259,313
+62,159
46
$15.4M 0.39%
249,390
+69,395
47
$15.2M 0.39%
90,290
+18,538
48
$14.8M 0.38%
163,317
+85,121
49
$14.6M 0.37%
103,219
+5,913
50
$14.4M 0.37%
434,553
+86,192
1
2
3 4 5