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
626
$738K 0.02%
42,747
+785
627
$733K 0.02%
7,949
+3,427
628
$732K 0.02%
36,891
-4,096
629
$730K 0.02%
25,720
+25,483
630
$727K 0.02%
26,242
-668
631
$726K 0.02%
11,417
+5,267
632
$723K 0.02%
2,465
-324
633
$721K 0.02%
14,334
+6,750
634
$719K 0.02%
26,479
+5,435
635
$718K 0.02%
4,801
+1,085
636
$716K 0.02%
4,018
-74
637
$713K 0.02%
14,917
+1,376
638
$712K 0.02%
+24,606
639
$710K 0.02%
9,719
+2,970
640
$710K 0.02%
3,233
+975
641
$705K 0.02%
17,527
+1,885
642
$702K 0.02%
14,029
+10,307
643
$693K 0.02%
9,554
+1,176
644
$689K 0.02%
4,698
+1,403
645
$688K 0.02%
10,843
+2,613
646
$686K 0.02%
16,411
+13,509
647
$685K 0.02%
1,402
+531
648
$684K 0.02%
4,010
+1,495
649
$680K 0.02%
12,089
+6,462
650
$680K 0.02%
10,283
+4,747
24 25
26
27 28