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
776
$510K 0.01%
15,091
+4,240
777
$510K 0.01%
+44,217
778
$507K 0.01%
4,282
+1,590
779
$505K 0.01%
1,265
+261
780
$502K 0.01%
4,641
-155
781
$502K 0.01%
5,417
-705
782
$500K 0.01%
4,409
-758
783
$499K 0.01%
9,563
-3,409
784
$499K 0.01%
357
+91
785
$498K 0.01%
14,940
+8,790
786
$498K 0.01%
5,978
+2,196
787
$497K 0.01%
2,938
-1,249
788
$497K 0.01%
9,946
+63
789
$496K 0.01%
34,313
-32,711
790
$492K 0.01%
10,504
+5,430
791
$492K 0.01%
31,437
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792
$491K 0.01%
1,644
+325
793
$490K 0.01%
1,003
-112
794
$490K 0.01%
5,953
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795
$490K 0.01%
5,791
+1,067
796
$484K 0.01%
+4,929
797
$483K 0.01%
3,274
+450
798
$481K 0.01%
2,726
+99
799
$479K 0.01%
3,015
+1,248
800
$479K 0.01%
7,675
+156
30 31
32
33 34