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
826
$452K 0.01%
2,227
-909
827
$452K 0.01%
1,988
+731
828
$452K 0.01%
7,641
+1,109
829
$451K 0.01%
15,772
-827
830
$449K 0.01%
2,877
-317
831
$447K 0.01%
8,729
832
$446K 0.01%
2,000
833
$445K 0.01%
2,316
-20
834
$445K 0.01%
6,897
+2,421
835
$443K 0.01%
5,887
+2,257
836
$442K 0.01%
7,082
-1
837
$442K 0.01%
6,083
+706
838
$439K 0.01%
3,896
+825
839
$439K 0.01%
+10,687
840
$438K 0.01%
240
+28
841
$437K 0.01%
7,400
+1,390
842
$434K 0.01%
3,371
+225
843
$432K 0.01%
+40,118
844
$432K 0.01%
1,212
-1
845
$431K 0.01%
3,194
+50
846
$431K 0.01%
+8,765
847
$431K 0.01%
17,856
+12,237
848
$430K 0.01%
1,849
-1,228
849
$430K 0.01%
6,516
+1,393
850
$425K 0.01%
17,297
+629
32 33
34
35 36