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
551
$900K 0.02%
21,993
+92
552
$898K 0.02%
6,011
+5
553
$898K 0.02%
18,153
+1,980
554
$896K 0.02%
5,224
-24
555
$894K 0.02%
15,888
+13,100
556
$893K 0.02%
2,379
+530
557
$892K 0.02%
34,344
+1,064
558
$890K 0.02%
30,971
-11,699
559
$883K 0.02%
17,360
+6,021
560
$877K 0.02%
6,467
+273
561
$874K 0.02%
24,961
+17,436
562
$871K 0.02%
22,408
+21,861
563
$870K 0.02%
37,797
+11,373
564
$870K 0.02%
6,599
+1,895
565
$869K 0.02%
2,077
+1,440
566
$869K 0.02%
5,872
+1,190
567
$868K 0.02%
2,753
+513
568
$867K 0.02%
3,543
+78
569
$867K 0.02%
19,772
-395
570
$865K 0.02%
+16,177
571
$863K 0.02%
31,756
+21,357
572
$863K 0.02%
7,925
+1,257
573
$860K 0.02%
5,698
+1,206
574
$852K 0.02%
45,507
+8,424
575
$840K 0.02%
7,533
+410
21 22
23
24 25