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
76
$10.2M 0.26%
60,417
+8,891
77
$10.2M 0.26%
66,328
+14,431
78
$10.1M 0.26%
379,089
+340,474
79
$9.9M 0.25%
208,172
+108,651
80
$9.73M 0.25%
385,434
+367,081
81
$9.66M 0.25%
117,117
+2,589
82
$9.61M 0.24%
92,335
+63,478
83
$9.51M 0.24%
26,010
+4,176
84
$9.48M 0.24%
102,646
+72,381
85
$9.43M 0.24%
155,606
+73,829
86
$9.4M 0.24%
119,356
+40,269
87
$9.38M 0.24%
205,008
+10,825
88
$9.28M 0.24%
352,630
+99,400
89
$9.26M 0.24%
9,704
+1,402
90
$9.21M 0.23%
156,418
+120,741
91
$9.17M 0.23%
187,715
+138,936
92
$9.1M 0.23%
305,374
-40,962
93
$9M 0.23%
342,194
+337,670
94
$8.76M 0.22%
133,809
+62,910
95
$8.72M 0.22%
61,406
+12,752
96
$8.4M 0.21%
91,799
-2,284
97
$8.38M 0.21%
306,182
+70,437
98
$8.25M 0.21%
296,597
+93,701
99
$8.2M 0.21%
14,946
+2,748
100
$8.19M 0.21%
212,370
+9,598
2 3
4
5 6