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
601
$788K 0.02%
11,140
+5,883
602
$786K 0.02%
2,909
+142
603
$786K 0.02%
12,269
+4,338
604
$781K 0.02%
1,145
+254
605
$780K 0.02%
16,509
+7,761
606
$779K 0.02%
+8,983
607
$777K 0.02%
6,159
+3,396
608
$773K 0.02%
9,909
-5,211
609
$770K 0.02%
5,634
610
$769K 0.02%
3,376
+21
611
$767K 0.02%
4,738
+474
612
$767K 0.02%
4,405
-142
613
$766K 0.02%
6,157
-276
614
$760K 0.02%
23,678
+14,524
615
$757K 0.02%
2,679
+327
616
$750K 0.02%
8,952
+4,213
617
$749K 0.02%
3,410
+1,862
618
$748K 0.02%
3,596
+866
619
$748K 0.02%
14,975
+8,974
620
$748K 0.02%
36,064
+28,702
621
$746K 0.02%
19,866
+2,250
622
$746K 0.02%
392
+225
623
$744K 0.02%
195
+127
624
$740K 0.02%
6,540
+6,001
625
$740K 0.02%
3,482
+2,678
23 24
25
26 27