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
726
$574K 0.01%
10,890
-350
727
$571K 0.01%
9,172
728
$568K 0.01%
3,492
+878
729
$565K 0.01%
4,531
+203
730
$564K 0.01%
13,354
-6,823
731
$563K 0.01%
5,597
+398
732
$562K 0.01%
2,488
+190
733
$560K 0.01%
12,481
+6,759
734
$558K 0.01%
11,923
+11,904
735
$556K 0.01%
7,492
+1,423
736
$554K 0.01%
+14,410
737
$553K 0.01%
3,325
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738
$552K 0.01%
17,629
+172
739
$552K 0.01%
+14,629
740
$551K 0.01%
1,914
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741
$550K 0.01%
3,113
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742
$550K 0.01%
2,903
+1,407
743
$549K 0.01%
4,134
-279
744
$547K 0.01%
13,542
+10,198
745
$547K 0.01%
3,333
+877
746
$547K 0.01%
1,174
+806
747
$545K 0.01%
63,168
+1,716
748
$543K 0.01%
16,912
749
$543K 0.01%
859
+433
750
$540K 0.01%
15,957
28 29
30
31 32