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
1126
$253K 0.01%
2,198
+1,516
1127
$253K 0.01%
12,034
+9,823
1128
$252K 0.01%
4,618
+4,052
1129
$252K 0.01%
8,122
+930
1130
$252K 0.01%
11,000
1131
$252K 0.01%
1,500
-3,031
1132
$252K 0.01%
444
+113
1133
$251K 0.01%
11,917
+3,297
1134
$251K 0.01%
6,435
+1,006
1135
$250K 0.01%
3,283
+1,096
1136
$250K 0.01%
+8,214
1137
$249K 0.01%
5,832
+5,380
1138
$249K 0.01%
3,607
-71
1139
$248K 0.01%
3,297
+2,180
1140
$247K 0.01%
2,188
+2,080
1141
$247K 0.01%
2,253
-475
1142
$246K 0.01%
21,822
1143
$246K 0.01%
1,148
+143
1144
$246K 0.01%
4,589
+183
1145
$245K 0.01%
4,750
+2,004
1146
$245K 0.01%
12,687
+1,551
1147
$244K 0.01%
131
-3
1148
$243K 0.01%
1,570
-460
1149
$243K 0.01%
5,740
+5,660
1150
$243K 0.01%
1,390
+426
44 45
46
47 48