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
1076
$279K 0.01%
4,798
+929
1077
$279K 0.01%
4,387
+536
1078
$278K 0.01%
1,912
-184
1079
$278K 0.01%
3,436
+2,515
1080
$278K 0.01%
2,000
+430
1081
$277K 0.01%
2,446
+1,230
1082
$277K 0.01%
16,877
+6,083
1083
$277K 0.01%
5,643
+1,261
1084
$277K 0.01%
14,861
+1,600
1085
$276K 0.01%
7,703
+2,667
1086
$276K 0.01%
9,476
+6,622
1087
$275K 0.01%
737
+415
1088
$275K 0.01%
1,312
+575
1089
$274K 0.01%
2,844
+1,667
1090
$274K 0.01%
4,780
-640
1091
$272K 0.01%
6,380
+5,669
1092
$270K 0.01%
33,349
+27,359
1093
$269K 0.01%
4,782
+2,132
1094
$269K 0.01%
6,419
+4,720
1095
$269K 0.01%
2,690
+785
1096
$268K 0.01%
2,158
+2,104
1097
$267K 0.01%
8,698
1098
$266K 0.01%
14,289
-11,411
1099
$266K 0.01%
10,003
+5,157
1100
$266K 0.01%
6,913
+5,412
42 43
44
45 46