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
1501
$109K ﹤0.01%
3,730
-1
1502
$109K ﹤0.01%
31,000
-12,277
1503
$109K ﹤0.01%
1,172
-127
1504
$108K ﹤0.01%
2,815
+475
1505
$108K ﹤0.01%
+3,529
1506
$108K ﹤0.01%
597
-19
1507
$108K ﹤0.01%
3,151
+716
1508
$107K ﹤0.01%
3,345
-1,430
1509
$107K ﹤0.01%
2,472
-1,664
1510
$107K ﹤0.01%
4,056
-440
1511
$107K ﹤0.01%
+4,000
1512
$106K ﹤0.01%
812
-350
1513
$106K ﹤0.01%
1,996
+1,581
1514
$106K ﹤0.01%
4,737
-169
1515
$106K ﹤0.01%
2,083
+1,413
1516
$106K ﹤0.01%
599
+187
1517
$106K ﹤0.01%
1,435
+432
1518
$105K ﹤0.01%
1,710
-210
1519
$105K ﹤0.01%
10,300
1520
$105K ﹤0.01%
986
+648
1521
$105K ﹤0.01%
1,646
1522
$104K ﹤0.01%
6,568
-18,242
1523
$104K ﹤0.01%
15,654
+5,700
1524
$104K ﹤0.01%
514
+56
1525
$104K ﹤0.01%
3,127
+647
59 60
61
62 63