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
51
$14.4M 0.37%
17,825
+3,700
52
$13.9M 0.35%
250,691
+53,590
53
$13.5M 0.34%
78,990
+32,485
54
$13.5M 0.34%
370,300
+58,695
55
$13.4M 0.34%
77,896
+17,072
56
$13.2M 0.34%
399,758
+90,841
57
$12.8M 0.33%
52,427
+11,429
58
$12.7M 0.32%
638,073
+392,112
59
$12.4M 0.32%
316,058
-13,005
60
$12.4M 0.32%
46,063
+8,734
61
$12.3M 0.31%
291,905
+188,975
62
$11.9M 0.3%
203,446
+49,640
63
$11.9M 0.3%
99,701
+30,624
64
$11.8M 0.3%
255,644
+86,855
65
$11.5M 0.29%
195,302
+65,127
66
$11.4M 0.29%
167,333
+166,869
67
$11.3M 0.29%
492,523
+87,598
68
$11.2M 0.29%
506,536
-38,598
69
$11M 0.28%
40,560
+25,665
70
$10.4M 0.26%
284,413
+191,529
71
$10.3M 0.26%
227,140
-45,478
72
$10.3M 0.26%
196,962
+71,369
73
$10.3M 0.26%
181,026
+139,186
74
$10.2M 0.26%
52,733
+4,801
75
$10.2M 0.26%
369,966
+283,894
1 2
3
4 5