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
1101
$266K 0.01%
23,290
+7,035
1102
$265K 0.01%
3,274
+753
1103
$263K 0.01%
2,267
-33
1104
$263K 0.01%
+12,237
1105
$261K 0.01%
483
-973
1106
$261K 0.01%
9,933
+4,235
1107
$260K 0.01%
1,311
+447
1108
$259K 0.01%
1,017
+64
1109
$259K 0.01%
8,463
+2,112
1110
$259K 0.01%
4,409
+1,657
1111
$259K 0.01%
3,132
+900
1112
$259K 0.01%
2,715
+919
1113
$258K 0.01%
12,884
+232
1114
$258K 0.01%
8,610
-3,220
1115
$257K 0.01%
+6,505
1116
$257K 0.01%
5,542
+2,040
1117
$257K 0.01%
5,065
1118
$257K 0.01%
3,924
-48
1119
$256K 0.01%
5,392
+1,679
1120
$256K 0.01%
4,773
+2,261
1121
$255K 0.01%
7,487
+3,427
1122
$255K 0.01%
8,513
+6,074
1123
$254K 0.01%
3,541
+695
1124
$254K 0.01%
2,800
+158
1125
$253K 0.01%
2,852
-566
43 44
45
46 47