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
1026
$307K 0.01%
8,771
+4,822
1027
$306K 0.01%
31,188
+12,802
1028
$306K 0.01%
7,532
+3,018
1029
$305K 0.01%
2,913
+925
1030
$303K 0.01%
4,462
-569
1031
$302K 0.01%
37,132
+967
1032
$302K 0.01%
1,505
-52
1033
$302K 0.01%
26,802
+25,338
1034
$301K 0.01%
1,137
-46
1035
$300K 0.01%
4,336
+1,530
1036
$300K 0.01%
+15,274
1037
$299K 0.01%
1,738
-267
1038
$298K 0.01%
10,170
1039
$296K 0.01%
2,845
+1,466
1040
$294K 0.01%
1,762
-154
1041
$294K 0.01%
6,000
1042
$294K 0.01%
843
+773
1043
$292K 0.01%
4,252
+583
1044
$292K 0.01%
9,404
+8,138
1045
$291K 0.01%
1,228
-94
1046
$291K 0.01%
16,302
+2,075
1047
$290K 0.01%
6,890
+265
1048
$290K 0.01%
12,603
+4,298
1049
$289K 0.01%
+4,000
1050
$289K 0.01%
11,481
-363
40 41
42
43 44