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
851
$423K 0.01%
28,301
+15,984
852
$422K 0.01%
+10,020
853
$421K 0.01%
+8,828
854
$421K 0.01%
6,241
+2,606
855
$421K 0.01%
6,858
+558
856
$419K 0.01%
5,125
+1,020
857
$419K 0.01%
6,068
+3,363
858
$418K 0.01%
1,131
+90
859
$418K 0.01%
14,154
+5,382
860
$416K 0.01%
+9,556
861
$415K 0.01%
+9,292
862
$415K 0.01%
2,012
+220
863
$415K 0.01%
5,502
+1,298
864
$415K 0.01%
4,446
+1,086
865
$415K 0.01%
4,773
+185
866
$414K 0.01%
8,886
-123
867
$413K 0.01%
33,181
-3
868
$412K 0.01%
6,627
+5,722
869
$410K 0.01%
+16,762
870
$409K 0.01%
2,243
-6,988
871
$409K 0.01%
2,153
+1,231
872
$408K 0.01%
1,815
+1,061
873
$407K 0.01%
15,557
+15,352
874
$407K 0.01%
3,886
+357
875
$406K 0.01%
+10,895
33 34
35
36 37