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
576
$839K 0.02%
20,464
+6,088
577
$835K 0.02%
3,359
+557
578
$834K 0.02%
1,780
+192
579
$831K 0.02%
29,904
+8,487
580
$831K 0.02%
12,073
+80
581
$828K 0.02%
1,899
+158
582
$827K 0.02%
41,172
+35,785
583
$823K 0.02%
+29,373
584
$823K 0.02%
2,500
+1,446
585
$822K 0.02%
16,268
-3,394
586
$821K 0.02%
1,605
+117
587
$821K 0.02%
4,594
-208
588
$821K 0.02%
6,878
+4,994
589
$820K 0.02%
7,300
+1,849
590
$819K 0.02%
3,494
+93
591
$815K 0.02%
23,547
+5,091
592
$807K 0.02%
6,999
+6,545
593
$805K 0.02%
19,066
+1,607
594
$803K 0.02%
5,209
+1,661
595
$802K 0.02%
10,141
+4,982
596
$800K 0.02%
34,830
+33,778
597
$799K 0.02%
14,850
-1,170
598
$799K 0.02%
+25,104
599
$791K 0.02%
16,382
+10,130
600
$788K 0.02%
9,775
+6,595
22 23
24
25 26