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
876
$406K 0.01%
2,819
+644
877
$406K 0.01%
+9,910
878
$406K 0.01%
5,769
+5,041
879
$406K 0.01%
3,719
+3,117
880
$405K 0.01%
1,975
-575
881
$404K 0.01%
1,568
+588
882
$404K 0.01%
+10,160
883
$401K 0.01%
+9,642
884
$401K 0.01%
4,751
+3,252
885
$400K 0.01%
7,910
-5,120
886
$400K 0.01%
21,173
-2,847
887
$399K 0.01%
4,827
+3,312
888
$398K 0.01%
23,930
-1,500
889
$397K 0.01%
1,736
+1,576
890
$397K 0.01%
18,601
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891
$397K 0.01%
15,124
-2,309
892
$396K 0.01%
3,245
+2,686
893
$395K 0.01%
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894
$395K 0.01%
1,141
+242
895
$395K 0.01%
695
-48
896
$395K 0.01%
8,183
-1,529
897
$394K 0.01%
1,237
-3,757
898
$394K 0.01%
678
-284
899
$393K 0.01%
+4,961
900
$393K 0.01%
13,927
+50
34 35
36
37 38