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
2526
$15K ﹤0.01%
258
-121
2527
$15K ﹤0.01%
1,087
2528
$15K ﹤0.01%
667
2529
$14.9K ﹤0.01%
+626
2530
$14.9K ﹤0.01%
+821
2531
$14.9K ﹤0.01%
878
2532
$14.8K ﹤0.01%
922
+54
2533
$14.8K ﹤0.01%
225
2534
$14.8K ﹤0.01%
177
+59
2535
$14.8K ﹤0.01%
558
+497
2536
$14.8K ﹤0.01%
153
-520
2537
$14.8K ﹤0.01%
274
+273
2538
$14.8K ﹤0.01%
+319
2539
$14.8K ﹤0.01%
+1,053
2540
$14.7K ﹤0.01%
1,899
+1,784
2541
$14.7K ﹤0.01%
616
+76
2542
$14.7K ﹤0.01%
1,152
+497
2543
$14.7K ﹤0.01%
466
+444
2544
$14.7K ﹤0.01%
192
+187
2545
$14.7K ﹤0.01%
428
-1,243
2546
$14.6K ﹤0.01%
77
-41
2547
$14.5K ﹤0.01%
165
+29
2548
$14.5K ﹤0.01%
150
-453
2549
$14.5K ﹤0.01%
1,601
+1,599
2550
$14.5K ﹤0.01%
184
100 101
102
103 104