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
1051
$288K 0.01%
3,292
+1,081
1052
$287K 0.01%
2,502
-1,057
1053
$287K 0.01%
2,042
+434
1054
$287K 0.01%
6,112
-467
1055
$287K 0.01%
4,623
+2,374
1056
$287K 0.01%
14,625
-179
1057
$287K 0.01%
2,457
-104
1058
$287K 0.01%
2,938
+333
1059
$286K 0.01%
7,350
+3,485
1060
$286K 0.01%
782
+589
1061
$286K 0.01%
2,751
-310
1062
$286K 0.01%
17,087
+17,037
1063
$285K 0.01%
2,611
+97
1064
$285K 0.01%
8,258
1065
$283K 0.01%
3,455
+858
1066
$283K 0.01%
1,884
+566
1067
$282K 0.01%
2,040
-1,621
1068
$282K 0.01%
+3,325
1069
$282K 0.01%
11,859
-42,633
1070
$282K 0.01%
2,184
-313
1071
$282K 0.01%
1,543
-57
1072
$282K 0.01%
+5,555
1073
$281K 0.01%
7,293
+738
1074
$280K 0.01%
2,344
+470
1075
$280K 0.01%
10,950
+3,758
41 42
43
44 45