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
1351
$147K ﹤0.01%
1,395
+525
1352
$147K ﹤0.01%
1,495
+296
1353
$147K ﹤0.01%
744
+23
1354
$146K ﹤0.01%
3,990
+1,997
1355
$146K ﹤0.01%
642
-81
1356
$145K ﹤0.01%
3,901
+30
1357
$145K ﹤0.01%
5,632
-4,345
1358
$145K ﹤0.01%
630
+96
1359
$144K ﹤0.01%
4,828
1360
$144K ﹤0.01%
10,065
+9,922
1361
$144K ﹤0.01%
6,219
+1,918
1362
$144K ﹤0.01%
3,940
+36
1363
$144K ﹤0.01%
888
+207
1364
$144K ﹤0.01%
7,595
+7,539
1365
$144K ﹤0.01%
6,311
+3,560
1366
$143K ﹤0.01%
3,979
-473
1367
$143K ﹤0.01%
8,998
+1,778
1368
$143K ﹤0.01%
+3,995
1369
$143K ﹤0.01%
12,605
+411
1370
$143K ﹤0.01%
5,620
-932
1371
$143K ﹤0.01%
750
+646
1372
$143K ﹤0.01%
6,748
+86
1373
$142K ﹤0.01%
1,075
-9,390
1374
$142K ﹤0.01%
12,741
+5,080
1375
$142K ﹤0.01%
2,229
-10
53 54
55
56 57