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
1201
$212K 0.01%
15,970
+10,139
1202
$212K 0.01%
1,617
-2,102
1203
$211K 0.01%
613
+453
1204
$210K 0.01%
1,041
+15
1205
$210K 0.01%
15,765
-1,498
1206
$209K 0.01%
1,337
+98
1207
$209K 0.01%
3,100
+702
1208
$208K 0.01%
10,312
-4,123
1209
$207K 0.01%
2,052
+199
1210
$207K 0.01%
453
-47
1211
$207K 0.01%
1,811
-178
1212
$206K 0.01%
4,620
+4,325
1213
$205K 0.01%
423
+109
1214
$205K 0.01%
13,855
-795
1215
$205K 0.01%
1,024
+321
1216
$204K 0.01%
11,603
+2,964
1217
$204K 0.01%
5,778
+1,948
1218
$204K 0.01%
666
-166
1219
$203K 0.01%
4,331
+1,518
1220
$203K 0.01%
1,258
+126
1221
$201K 0.01%
4,794
-1,172
1222
$201K 0.01%
2,893
-270
1223
$201K 0.01%
4,926
-160
1224
$200K 0.01%
7,371
+7,198
1225
$200K 0.01%
+33,319
47 48
49
50 51