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
651
$677K 0.02%
+10,467
652
$675K 0.02%
7,998
+4,806
653
$675K 0.02%
67,875
+33,764
654
$674K 0.02%
16,587
+16,476
655
$671K 0.02%
2,246
+499
656
$671K 0.02%
22,111
+8,144
657
$671K 0.02%
9,201
+1,933
658
$670K 0.02%
+25,136
659
$670K 0.02%
13,481
+4,805
660
$668K 0.02%
6,237
+6,034
661
$661K 0.02%
354
-123
662
$657K 0.02%
8,563
+8,541
663
$654K 0.02%
9,956
+9,563
664
$654K 0.02%
9,184
+9,160
665
$653K 0.02%
17,327
+17,165
666
$651K 0.02%
2,612
+1,811
667
$647K 0.02%
7,946
+1,566
668
$647K 0.02%
24,229
+9,967
669
$645K 0.02%
21,157
-1,814
670
$645K 0.02%
21,173
+11,910
671
$644K 0.02%
1,898
-2
672
$644K 0.02%
+11,037
673
$643K 0.02%
2,395
+1,094
674
$642K 0.02%
9,168
+2,021
675
$642K 0.02%
13,972
+7,789
25 26
27
28 29