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
151
$4.91M 0.13%
65,720
+41,522
152
$4.89M 0.12%
34,148
+917
153
$4.86M 0.12%
+169,796
154
$4.85M 0.12%
78,711
+19,156
155
$4.83M 0.12%
78,161
+8,106
156
$4.82M 0.12%
80,953
+206
157
$4.79M 0.12%
170,061
+55,623
158
$4.74M 0.12%
114,137
+43,126
159
$4.73M 0.12%
23,712
+11,002
160
$4.72M 0.12%
90,080
+72,805
161
$4.72M 0.12%
69,344
+19,061
162
$4.71M 0.12%
115,145
+48,849
163
$4.64M 0.12%
96,017
+44,241
164
$4.57M 0.12%
56,491
+49,223
165
$4.57M 0.12%
69,284
+18,290
166
$4.54M 0.12%
15,790
+10,057
167
$4.52M 0.12%
178,692
+30,750
168
$4.51M 0.12%
72,459
+2,635
169
$4.5M 0.11%
97,081
+85,264
170
$4.49M 0.11%
46,036
+21,057
171
$4.47M 0.11%
37,895
+36,615
172
$4.38M 0.11%
172,893
+131,894
173
$4.35M 0.11%
152,843
+43,521
174
$4.35M 0.11%
46,910
-1,623
175
$4.35M 0.11%
33,005
+10,265
5 6
7
8 9