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
1151
$242K 0.01%
4,023
+785
1152
$242K 0.01%
1,186
+959
1153
$241K 0.01%
2,645
+2,498
1154
$241K 0.01%
17,928
+2,937
1155
$240K 0.01%
1,556
-614
1156
$240K 0.01%
7,536
+125
1157
$240K 0.01%
3,214
+104
1158
$240K 0.01%
5,195
+2,074
1159
$240K 0.01%
11,105
+6,248
1160
$239K 0.01%
5,077
1161
$238K 0.01%
5,284
-123
1162
$238K 0.01%
9,391
-650
1163
$237K 0.01%
2,945
+667
1164
$237K 0.01%
2,644
+723
1165
$236K 0.01%
896
+412
1166
$233K 0.01%
5,560
-1,509
1167
$233K 0.01%
2,228
+1,647
1168
$233K 0.01%
1,787
-6,613
1169
$231K 0.01%
4,752
+1,777
1170
$231K 0.01%
463
-85
1171
$230K 0.01%
6,085
+2,030
1172
$230K 0.01%
5,038
+1,346
1173
$229K 0.01%
4,627
+1,002
1174
$228K 0.01%
2,970
+6
1175
$227K 0.01%
1,540
+483
45 46
47
48 49