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
101
$8.17M 0.21%
15,614
+3,016
102
$8.1M 0.21%
92,616
+31,375
103
$8.02M 0.2%
91,478
-13,865
104
$7.7M 0.2%
37,025
+5,943
105
$7.6M 0.19%
37,343
+24,276
106
$7.46M 0.19%
226,920
-50,660
107
$7.35M 0.19%
39,358
-4,506
108
$7.34M 0.19%
133,128
+127,657
109
$7.3M 0.19%
212,445
+210,205
110
$7.28M 0.19%
152,988
-15,735
111
$7.25M 0.18%
143,451
+63,278
112
$7.15M 0.18%
71,148
+69,808
113
$7.11M 0.18%
87,041
+37,208
114
$7.05M 0.18%
34,192
+11,387
115
$6.99M 0.18%
142,752
+124,138
116
$6.92M 0.18%
19,020
+2,871
117
$6.83M 0.17%
281,247
-135,536
118
$6.81M 0.17%
137,365
+113,121
119
$6.73M 0.17%
26,892
+8,664
120
$6.57M 0.17%
+175,621
121
$6.43M 0.16%
126,003
+103,627
122
$6.41M 0.16%
20,451
-76
123
$6.41M 0.16%
41,860
+23,021
124
$6.35M 0.16%
122,889
+46,791
125
$6.31M 0.16%
64,619
+3,116
3 4
5
6 7