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
2001
$40.3K ﹤0.01%
+788
2002
$40.2K ﹤0.01%
2,275
+1,447
2003
$40.2K ﹤0.01%
660
-18
2004
$40.2K ﹤0.01%
2,087
+32
2005
$40.2K ﹤0.01%
870
+50
2006
$40.1K ﹤0.01%
948
-9,197
2007
$40K ﹤0.01%
567
-60
2008
$39.8K ﹤0.01%
1,664
-1,026
2009
$39.8K ﹤0.01%
738
+164
2010
$39.7K ﹤0.01%
767
-62
2011
$39.7K ﹤0.01%
140
+23
2012
$39.6K ﹤0.01%
473
-13
2013
$39.6K ﹤0.01%
498
+334
2014
$39.5K ﹤0.01%
+14,565
2015
$39.4K ﹤0.01%
+1,652
2016
$39.4K ﹤0.01%
+1,578
2017
$39.4K ﹤0.01%
7,732
-25
2018
$39.3K ﹤0.01%
2,544
2019
$39.2K ﹤0.01%
2,317
+4
2020
$39.2K ﹤0.01%
1,314
+5
2021
$39.1K ﹤0.01%
1,629
+800
2022
$39.1K ﹤0.01%
+788
2023
$38.8K ﹤0.01%
843
-39
2024
$38.7K ﹤0.01%
957
-1,476
2025
$38.7K ﹤0.01%
+1,328
79 80
81
82 83