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
926
$380K 0.01%
35,084
+5,586
927
$378K 0.01%
24,866
+3,449
928
$378K 0.01%
5,860
+3,108
929
$377K 0.01%
11,322
+878
930
$376K 0.01%
12,864
+254
931
$375K 0.01%
23,745
+11,260
932
$374K 0.01%
18,222
-269
933
$374K 0.01%
15,407
+8,876
934
$373K 0.01%
6,514
+47
935
$371K 0.01%
5,191
+2,046
936
$370K 0.01%
7,371
-38,225
937
$368K 0.01%
4,814
+591
938
$368K 0.01%
+12,192
939
$366K 0.01%
8,519
+8,510
940
$365K 0.01%
2,987
+1,902
941
$364K 0.01%
1,102
+239
942
$362K 0.01%
+15,722
943
$361K 0.01%
839
+74
944
$361K 0.01%
15,302
+7,260
945
$361K 0.01%
6,249
+3,650
946
$359K 0.01%
8,785
-482
947
$359K 0.01%
10,593
-471
948
$358K 0.01%
+15,923
949
$358K 0.01%
23,866
950
$357K 0.01%
4,493
+1,550
36 37
38
39 40