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
1326
$156K ﹤0.01%
7,567
1327
$156K ﹤0.01%
6,892
+6,891
1328
$156K ﹤0.01%
+3,000
1329
$156K ﹤0.01%
+7,911
1330
$155K ﹤0.01%
1,966
-4,619
1331
$155K ﹤0.01%
1,691
-198
1332
$154K ﹤0.01%
2,579
-494
1333
$153K ﹤0.01%
2,035
-353
1334
$153K ﹤0.01%
6,925
+4,525
1335
$153K ﹤0.01%
460
+360
1336
$153K ﹤0.01%
8,516
+795
1337
$152K ﹤0.01%
11,359
-62
1338
$152K ﹤0.01%
4,550
-4,261
1339
$152K ﹤0.01%
6,754
-12,859
1340
$152K ﹤0.01%
19,327
+18,965
1341
$152K ﹤0.01%
2,242
+1,903
1342
$152K ﹤0.01%
6,679
+6,653
1343
$151K ﹤0.01%
2,973
+777
1344
$151K ﹤0.01%
2,558
+1,491
1345
$151K ﹤0.01%
1,313
+15
1346
$149K ﹤0.01%
1,127
-468
1347
$149K ﹤0.01%
3,903
+919
1348
$148K ﹤0.01%
701
+22
1349
$148K ﹤0.01%
3,900
+1,861
1350
$148K ﹤0.01%
3,082
+1,221
52 53
54
55 56