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
1251
$189K ﹤0.01%
2,397
+1,391
1252
$189K ﹤0.01%
12,902
+833
1253
$188K ﹤0.01%
2,279
-415
1254
$187K ﹤0.01%
5,715
-491
1255
$187K ﹤0.01%
3,545
+245
1256
$186K ﹤0.01%
5,626
+1,792
1257
$186K ﹤0.01%
2,698
+1,898
1258
$186K ﹤0.01%
319
+64
1259
$185K ﹤0.01%
7,743
+7,206
1260
$185K ﹤0.01%
3,666
+166
1261
$185K ﹤0.01%
870
-844
1262
$185K ﹤0.01%
498
+190
1263
$185K ﹤0.01%
3,856
-552
1264
$184K ﹤0.01%
2,754
+150
1265
$183K ﹤0.01%
13,106
1266
$183K ﹤0.01%
10,793
+251
1267
$183K ﹤0.01%
2,815
+2,770
1268
$183K ﹤0.01%
32,505
+32,477
1269
$183K ﹤0.01%
1,540
+877
1270
$182K ﹤0.01%
3,991
1271
$182K ﹤0.01%
6,769
+596
1272
$182K ﹤0.01%
4,149
+3,776
1273
$181K ﹤0.01%
1,956
-766
1274
$180K ﹤0.01%
2,956
+1,074
1275
$180K ﹤0.01%
2,296
+1,123
49 50
51
52 53