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
201
$3.6M 0.09%
155,104
+47,077
202
$3.59M 0.09%
79,163
+21,469
203
$3.58M 0.09%
121,697
+112,257
204
$3.57M 0.09%
116,187
+39,238
205
$3.55M 0.09%
50,087
+11,665
206
$3.5M 0.09%
40,160
+15,185
207
$3.49M 0.09%
141,576
+50,509
208
$3.42M 0.09%
17,595
+8,521
209
$3.42M 0.09%
5,573
-77
210
$3.41M 0.09%
29,310
+4,174
211
$3.36M 0.09%
32,937
-2,434
212
$3.36M 0.09%
35,897
+17,080
213
$3.33M 0.08%
75,656
+441
214
$3.32M 0.08%
56,547
+42,029
215
$3.31M 0.08%
111,283
+111,198
216
$3.31M 0.08%
32,657
+8,005
217
$3.3M 0.08%
6,028
+2,456
218
$3.29M 0.08%
9,763
+8,787
219
$3.23M 0.08%
35,657
+12,247
220
$3.21M 0.08%
37,917
+15,054
221
$3.21M 0.08%
+65,198
222
$3.18M 0.08%
47,948
+2,191
223
$3.11M 0.08%
112,227
+99,489
224
$3.11M 0.08%
+73,798
225
$3.11M 0.08%
76,977
+64,872
7 8
9
10 11