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
2476
$16.7K ﹤0.01%
2,696
+142
2477
$16.7K ﹤0.01%
328
+306
2478
$16.7K ﹤0.01%
829
2479
$16.6K ﹤0.01%
281
+51
2480
$16.6K ﹤0.01%
602
+495
2481
$16.5K ﹤0.01%
497
+64
2482
$16.5K ﹤0.01%
231
-1,843
2483
$16.4K ﹤0.01%
+620
2484
$16.4K ﹤0.01%
282
-124
2485
$16.4K ﹤0.01%
226
-583
2486
$16.3K ﹤0.01%
243
+98
2487
$16.3K ﹤0.01%
266
+245
2488
$16.3K ﹤0.01%
397
+384
2489
$16.3K ﹤0.01%
55
-236
2490
$16.2K ﹤0.01%
117
-437
2491
$16.2K ﹤0.01%
284
-806
2492
$16.2K ﹤0.01%
110
+3
2493
$16.1K ﹤0.01%
+2,382
2494
$16.1K ﹤0.01%
1,064
+818
2495
$16.1K ﹤0.01%
4,151
+558
2496
$16.1K ﹤0.01%
549
+466
2497
$16K ﹤0.01%
1,262
2498
$15.9K ﹤0.01%
839
+77
2499
$15.9K ﹤0.01%
+611
2500
$15.8K ﹤0.01%
866
-1,047
98 99
100
101 102