FFA
Farther Finance Advisors Portfolio holdings
AUM
$4.99B
1-Year Return
14.78%
This Quarter Return
-1.12%
1 Year Return
+14.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.92B
AUM Growth
+$1.15B
(+42%)
Cap. Flow
+$1.21B
Cap. Flow
% of AUM
30.87%
Top 10 Holdings %
Top 10 Hldgs %
23.68%
Holding
4,518
New
478
Increased
2,006
Reduced
1,015
Closed
214
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$72.5M |
| 2 |
Apple
AAPL
|
$48.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$46.6M |
| 4 |
Vanguard Total Bond Market
BND
|
$41.3M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$37.2M |
Top Sells
| 1 |
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
|
$5.41M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$3.47M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$3.29M |
| 4 |
Schwab US REIT ETF
SCHH
|
$3.23M |
| 5 |
SPDR SSGA 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 | 2.82% |
| 5 | Consumer Staples | 2.33% |
