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
1226
$199K 0.01%
2,240
+2,181
1227
$199K 0.01%
26,306
+12,706
1228
$199K 0.01%
2,475
+2,001
1229
$197K 0.01%
5,051
-1,241
1230
$197K 0.01%
+14,593
1231
$197K 0.01%
8,905
-11,119
1232
$197K 0.01%
7,734
-440
1233
$196K 0.01%
5,087
-1
1234
$196K 0.01%
1,065
-32
1235
$196K 0.01%
8,176
+3,686
1236
$195K 0.01%
5,372
+307
1237
$195K 0.01%
3,789
-955
1238
$195K 0.01%
3,819
+1,529
1239
$195K 0.01%
8,100
1240
$194K 0.01%
10,218
-6,607
1241
$194K ﹤0.01%
2,184
-37
1242
$193K ﹤0.01%
1,108
-41
1243
$193K ﹤0.01%
19,654
+681
1244
$192K ﹤0.01%
9,295
-1,669
1245
$192K ﹤0.01%
6,132
1246
$191K ﹤0.01%
4,650
+574
1247
$191K ﹤0.01%
9,723
+3,413
1248
$190K ﹤0.01%
1,535
+145
1249
$189K ﹤0.01%
2,171
+90
1250
$189K ﹤0.01%
+9,116
48 49
50
51 52