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
1176
$226K 0.01%
2,308
-675
1177
$226K 0.01%
29,362
+23,515
1178
$226K 0.01%
3,806
1179
$225K 0.01%
6,077
+423
1180
$225K 0.01%
655
-6
1181
$224K 0.01%
3,369
+217
1182
$224K 0.01%
3,916
+2,141
1183
$222K 0.01%
4,916
+4,909
1184
$220K 0.01%
+8,796
1185
$219K 0.01%
1,242
+452
1186
$219K 0.01%
7,648
-1,726
1187
$219K 0.01%
2,950
+2,178
1188
$218K 0.01%
9,283
+3,098
1189
$217K 0.01%
6,204
+1,245
1190
$217K 0.01%
2,664
+2,445
1191
$216K 0.01%
1,464
+286
1192
$216K 0.01%
+8,597
1193
$216K 0.01%
659
+330
1194
$216K 0.01%
6,890
+346
1195
$216K 0.01%
12,000
1196
$215K 0.01%
1,797
+419
1197
$214K 0.01%
4,277
+58
1198
$214K 0.01%
609
+19
1199
$214K 0.01%
12,855
-2,850
1200
$212K 0.01%
+13,093
46 47
48
49 50