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
951
$355K 0.01%
13,128
+2,107
952
$354K 0.01%
+7,000
953
$353K 0.01%
3,430
+53
954
$353K 0.01%
7,002
+6,610
955
$352K 0.01%
27,525
+2,433
956
$351K 0.01%
11,844
-3,429
957
$351K 0.01%
1,672
+294
958
$349K 0.01%
9,915
-172
959
$348K 0.01%
11,978
+4,426
960
$348K 0.01%
28,977
+26
961
$347K 0.01%
10,700
+801
962
$346K 0.01%
2,923
+1,554
963
$346K 0.01%
7,055
-15,646
964
$346K 0.01%
11,526
-295
965
$346K 0.01%
+7,578
966
$345K 0.01%
13,758
-1,190
967
$344K 0.01%
5,464
+2,859
968
$344K 0.01%
3,536
-60
969
$344K 0.01%
20,704
+20,053
970
$343K 0.01%
32,534
+14,890
971
$343K 0.01%
+1,787
972
$342K 0.01%
1,381
+81
973
$342K 0.01%
2,326
+724
974
$342K 0.01%
9,318
+7,482
975
$342K 0.01%
12,892
+6,496
37 38
39
40 41