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
801
$479K 0.01%
+11,065
802
$478K 0.01%
20,032
-627
803
$478K 0.01%
+5,224
804
$477K 0.01%
13,258
+10,312
805
$477K 0.01%
11,309
+61
806
$476K 0.01%
8,749
+1,647
807
$475K 0.01%
25,947
-29,523
808
$474K 0.01%
3,590
+11
809
$470K 0.01%
8,519
+4,614
810
$469K 0.01%
5,471
+3,062
811
$467K 0.01%
8,566
+7,632
812
$466K 0.01%
1,893
+1,818
813
$465K 0.01%
344
+11
814
$464K 0.01%
4,846
+17
815
$461K 0.01%
12,185
+5,660
816
$460K 0.01%
12,226
-1,308
817
$460K 0.01%
10,170
+9,249
818
$459K 0.01%
8,522
+4,075
819
$459K 0.01%
+10,841
820
$458K 0.01%
7,186
+4,170
821
$455K 0.01%
2,013
-1,131
822
$454K 0.01%
7,891
+2,510
823
$454K 0.01%
3,748
+189
824
$454K 0.01%
10,060
+2
825
$454K 0.01%
2,597
+1,047
31 32
33
34 35