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
676
$640K 0.02%
10,620
+29
677
$633K 0.02%
8,808
+7,013
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3,160
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679
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680
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681
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9,354
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682
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683
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684
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767
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685
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686
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202,735
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687
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11,563
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688
$620K 0.02%
9,085
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689
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690
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34,102
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693
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9,664
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14,391
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695
$610K 0.02%
3,620
-277
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19,849
+5,115
697
$609K 0.02%
13,269
-1,886
698
$607K 0.02%
15,319
+11,534
699
$607K 0.02%
8,638
+4,924
700
$603K 0.02%
2,175
-130
26 27
28
29 30