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
751
$538K 0.01%
2,223
+481
752
$538K 0.01%
3,684
+981
753
$537K 0.01%
5,441
+4,123
754
$537K 0.01%
19,527
-515
755
$536K 0.01%
4,149
+722
756
$535K 0.01%
8,616
+6,201
757
$534K 0.01%
+14,954
758
$533K 0.01%
4,090
+2,483
759
$533K 0.01%
6,873
-990
760
$533K 0.01%
7,019
-4,527
761
$533K 0.01%
8,498
+2,672
762
$531K 0.01%
+30,056
763
$527K 0.01%
15,027
+3,323
764
$527K 0.01%
2,969
-449
765
$524K 0.01%
1,980
-123
766
$524K 0.01%
6,317
+2,712
767
$523K 0.01%
11,426
+3,399
768
$519K 0.01%
46,785
+10,900
769
$518K 0.01%
11,970
+2,702
770
$516K 0.01%
6,940
+1,828
771
$516K 0.01%
6,309
+1,622
772
$515K 0.01%
19,726
+2,953
773
$514K 0.01%
9,594
-1,051
774
$512K 0.01%
4,241
+1,635
775
$512K 0.01%
17,650
+2,506
29 30
31
32 33