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
976
$341K 0.01%
5,505
+4,741
977
$340K 0.01%
+139,028
978
$340K 0.01%
6,090
-117
979
$340K 0.01%
6,254
+2,254
980
$340K 0.01%
2,545
+2,185
981
$339K 0.01%
9,239
-836
982
$339K 0.01%
5,808
-2,096
983
$338K 0.01%
2,481
+512
984
$338K 0.01%
8,610
+554
985
$338K 0.01%
9,337
-1,801
986
$338K 0.01%
10,935
-477
987
$338K 0.01%
2,086
+1,686
988
$338K 0.01%
6,215
+2,476
989
$337K 0.01%
14,103
+2,861
990
$336K 0.01%
+8,186
991
$334K 0.01%
4,772
+1,185
992
$333K 0.01%
6,211
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993
$333K 0.01%
2,614
+347
994
$333K 0.01%
2,143
+1,094
995
$332K 0.01%
+14,640
996
$331K 0.01%
10,201
+2,152
997
$331K 0.01%
566
-18
998
$331K 0.01%
4,165
+427
999
$330K 0.01%
9,224
+7,615
1000
$326K 0.01%
+8,588
38 39
40
41 42