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
701
$603K 0.02%
6,468
+5,995
702
$603K 0.02%
7,301
+3,608
703
$602K 0.02%
5,526
+3,243
704
$601K 0.02%
9,768
+537
705
$601K 0.02%
8,094
+4,996
706
$601K 0.02%
3,782
+1,466
707
$599K 0.02%
52,014
+11,629
708
$598K 0.02%
4,002
+2,547
709
$596K 0.02%
2,369
+978
710
$593K 0.02%
2,291
+1,262
711
$593K 0.02%
10,464
+6,302
712
$592K 0.02%
7,420
+2,508
713
$591K 0.02%
1,832
+93
714
$590K 0.02%
7,093
+4,975
715
$589K 0.02%
4,271
+1,473
716
$588K 0.02%
4,453
+718
717
$586K 0.01%
1,344
+349
718
$586K 0.01%
16,139
-6,508
719
$585K 0.01%
7,626
+1,682
720
$585K 0.01%
+5,358
721
$583K 0.01%
11,520
+4,270
722
$582K 0.01%
15,817
+1,908
723
$582K 0.01%
162,046
+161,896
724
$581K 0.01%
10,093
+10,056
725
$576K 0.01%
22,465
+3,666
27 28
29
30 31