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
526
$953K 0.02%
1,777
+342
527
$953K 0.02%
1,563
+302
528
$946K 0.02%
18,932
+1,332
529
$942K 0.02%
9,342
+739
530
$941K 0.02%
35,337
+339
531
$934K 0.02%
3,594
+2,162
532
$934K 0.02%
26,674
+1,583
533
$933K 0.02%
23,214
+4,979
534
$932K 0.02%
16,543
+3,388
535
$931K 0.02%
12,244
+251
536
$927K 0.02%
9,434
+1,970
537
$925K 0.02%
20,298
+19,815
538
$922K 0.02%
+4,557
539
$921K 0.02%
29,663
+22,879
540
$917K 0.02%
10,773
+3,557
541
$916K 0.02%
13,427
+5,764
542
$913K 0.02%
12,352
+6,102
543
$911K 0.02%
20,436
+19,459
544
$910K 0.02%
26,482
-4,389
545
$908K 0.02%
10,849
+130
546
$907K 0.02%
20,355
+7,992
547
$904K 0.02%
3,556
+616
548
$904K 0.02%
15,070
+2,036
549
$901K 0.02%
+23,628
550
$901K 0.02%
13,635
-324
20 21
22
23 24