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
476
$1.08M 0.03%
25,716
+24,929
477
$1.08M 0.03%
15,926
+3,879
478
$1.07M 0.03%
11,958
+2,327
479
$1.06M 0.03%
15,139
+11,551
480
$1.05M 0.03%
+7,515
481
$1.04M 0.03%
21,986
+11,647
482
$1.04M 0.03%
22,319
+21,776
483
$1.04M 0.03%
10,372
+54
484
$1.04M 0.03%
18,145
+12,654
485
$1.04M 0.03%
19,832
+1,210
486
$1.03M 0.03%
26,876
-1,910
487
$1.03M 0.03%
22,636
+206
488
$1.03M 0.03%
3,981
+1,079
489
$1.02M 0.03%
+10,409
490
$1.02M 0.03%
26,864
+1,308
491
$1.02M 0.03%
44,067
-2,162
492
$1.02M 0.03%
1,856
+417
493
$1.02M 0.03%
8,956
+831
494
$1.01M 0.03%
15,335
+7,494
495
$1M 0.03%
12,963
-2,278
496
$997K 0.03%
12,708
+3,455
497
$996K 0.03%
8,641
+7,964
498
$996K 0.03%
5,321
-1,598
499
$995K 0.03%
7,437
+3,964
500
$994K 0.03%
+36,451
18 19
20
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