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
501
$992K 0.03%
72,273
-13,672
502
$991K 0.03%
27,556
+13,949
503
$991K 0.03%
33,000
504
$987K 0.03%
+27,664
505
$986K 0.03%
16,503
+8,643
506
$983K 0.03%
14,429
+7,199
507
$982K 0.03%
21,232
+20,744
508
$981K 0.03%
15,549
+5,644
509
$981K 0.03%
26,284
-1,690
510
$981K 0.03%
3,879
+2,390
511
$980K 0.03%
10,846
+386
512
$978K 0.02%
19,882
+2,557
513
$975K 0.02%
21,147
-2,602
514
$972K 0.02%
6,051
-3,767
515
$972K 0.02%
17,908
+11,959
516
$972K 0.02%
5,908
+5,808
517
$967K 0.02%
8,786
+4,667
518
$966K 0.02%
3,653
+1,049
519
$965K 0.02%
28,636
-39,108
520
$963K 0.02%
35,941
+19,327
521
$961K 0.02%
11,252
+81
522
$958K 0.02%
9,323
+9,028
523
$958K 0.02%
22,998
+5,162
524
$956K 0.02%
31,572
+5,700
525
$955K 0.02%
3,914
-222
19 20
21
22 23