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
901
$392K 0.01%
1,232
-210
902
$392K 0.01%
1,401
+104
903
$392K 0.01%
4,254
+1,683
904
$390K 0.01%
8,770
+8,675
905
$390K 0.01%
999
-148
906
$389K 0.01%
10,816
-2,607
907
$389K 0.01%
3,952
+2,109
908
$389K 0.01%
15,987
+13,193
909
$388K 0.01%
4,257
+908
910
$388K 0.01%
4,033
+3,082
911
$387K 0.01%
628
+55
912
$387K 0.01%
3,118
+243
913
$387K 0.01%
+9,384
914
$385K 0.01%
5,973
+220
915
$385K 0.01%
6,067
+168
916
$385K 0.01%
5,833
+2,615
917
$384K 0.01%
10,080
+10,044
918
$384K 0.01%
2,291
+1,311
919
$383K 0.01%
4,565
+4,284
920
$383K 0.01%
6,333
+1,546
921
$383K 0.01%
1,285
-40
922
$382K 0.01%
2,069
+1,328
923
$382K 0.01%
1,913
+834
924
$381K 0.01%
9,424
+5,877
925
$380K 0.01%
1,789
-1,222
35 36
37
38 39