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
1001
$326K 0.01%
11,091
+477
1002
$325K 0.01%
576
+47
1003
$325K 0.01%
5,806
+82
1004
$325K 0.01%
785
-17
1005
$324K 0.01%
272
+217
1006
$324K 0.01%
8,361
-7,126
1007
$324K 0.01%
9,667
+5,517
1008
$322K 0.01%
10,349
-706
1009
$322K 0.01%
+12,151
1010
$321K 0.01%
8,654
+8,554
1011
$320K 0.01%
5,419
1012
$319K 0.01%
+4,158
1013
$318K 0.01%
5,744
+1,301
1014
$318K 0.01%
6,234
+1,695
1015
$317K 0.01%
1,458
+480
1016
$315K 0.01%
+4,346
1017
$315K 0.01%
1,859
+1,649
1018
$314K 0.01%
714
-683
1019
$312K 0.01%
4,597
-464
1020
$311K 0.01%
6,945
+2,933
1021
$309K 0.01%
14,075
+11,233
1022
$308K 0.01%
5,556
-393
1023
$308K 0.01%
+6,066
1024
$307K 0.01%
4,941
+132
1025
$307K 0.01%
+13,952
39 40
41
42 43