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
2501
$15.8K ﹤0.01%
1,000
2502
$15.8K ﹤0.01%
1,772
+68
2503
$15.8K ﹤0.01%
572
2504
$15.7K ﹤0.01%
221
-70
2505
$15.6K ﹤0.01%
339
2506
$15.5K ﹤0.01%
+618
2507
$15.5K ﹤0.01%
691
+142
2508
$15.5K ﹤0.01%
100
-49
2509
$15.5K ﹤0.01%
+80
2510
$15.4K ﹤0.01%
+700
2511
$15.4K ﹤0.01%
+6,006
2512
$15.3K ﹤0.01%
383
2513
$15.3K ﹤0.01%
1,031
+872
2514
$15.3K ﹤0.01%
1,507
+1,333
2515
$15.3K ﹤0.01%
1,412
+1,369
2516
$15.3K ﹤0.01%
2,026
+24
2517
$15.2K ﹤0.01%
826
-68
2518
$15.2K ﹤0.01%
416
+380
2519
$15.1K ﹤0.01%
306
2520
$15.1K ﹤0.01%
+405
2521
$15.1K ﹤0.01%
+507
2522
$15.1K ﹤0.01%
165
+9
2523
$15K ﹤0.01%
1,016
+964
2524
$15K ﹤0.01%
+538
2525
$15K ﹤0.01%
257
+23
99 100
101
102 103