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
2026
$38.5K ﹤0.01%
1,799
-314
2027
$38.5K ﹤0.01%
477
-29
2028
$38.4K ﹤0.01%
7,191
+2,651
2029
$38.3K ﹤0.01%
948
+2
2030
$38.3K ﹤0.01%
3,307
+3,182
2031
$38.2K ﹤0.01%
4,298
+2,896
2032
$38.2K ﹤0.01%
156
+126
2033
$38.1K ﹤0.01%
1,166
+2
2034
$38K ﹤0.01%
3,469
+3,380
2035
$38K ﹤0.01%
+2,450
2036
$38K ﹤0.01%
474
2037
$38K ﹤0.01%
1,843
-662
2038
$37.9K ﹤0.01%
411
+358
2039
$37.9K ﹤0.01%
2,221
-103
2040
$37.9K ﹤0.01%
6,130
+4,169
2041
$37.9K ﹤0.01%
358
+1
2042
$37.8K ﹤0.01%
1,030
+29
2043
$37.8K ﹤0.01%
6,906
2044
$37.8K ﹤0.01%
+1,600
2045
$37.8K ﹤0.01%
+1,895
2046
$37.8K ﹤0.01%
+2,247
2047
$37.7K ﹤0.01%
1,964
+280
2048
$37.7K ﹤0.01%
760
2049
$37.7K ﹤0.01%
1,397
2050
$37.6K ﹤0.01%
+587
80 81
82
83 84