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
126
$6.27M 0.16%
144,620
+18,566
127
$6.26M 0.16%
87,794
+8,252
128
$6.26M 0.16%
181,178
+99,708
129
$6.13M 0.16%
+114,158
130
$6.07M 0.15%
23,510
-50
131
$6.02M 0.15%
16,086
+527
132
$5.86M 0.15%
39,147
+10,187
133
$5.85M 0.15%
44,067
-8,457
134
$5.82M 0.15%
7,171
+3,798
135
$5.79M 0.15%
187,279
+41,456
136
$5.72M 0.15%
46,683
-3,067
137
$5.66M 0.14%
113,968
-999
138
$5.58M 0.14%
+162,859
139
$5.48M 0.14%
106,154
+95,040
140
$5.4M 0.14%
61,052
+3,530
141
$5.35M 0.14%
+175,217
142
$5.35M 0.14%
57,610
+14,150
143
$5.34M 0.14%
24,023
+9,038
144
$5.34M 0.14%
53,438
-5,913
145
$5.32M 0.14%
16,976
+5,669
146
$5.31M 0.14%
53,075
+28,575
147
$5.18M 0.13%
42,279
+3,744
148
$5.08M 0.13%
18,797
+522
149
$4.94M 0.13%
85,041
-11,469
150
$4.92M 0.13%
47,885
+45,036
4 5
6
7 8