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
2551
$14.5K ﹤0.01%
+196
2552
$14.5K ﹤0.01%
430
-1,621
2553
$14.4K ﹤0.01%
928
-318
2554
$14.4K ﹤0.01%
722
-8,909
2555
$14.4K ﹤0.01%
54
-76
2556
$14.3K ﹤0.01%
1,359
-144
2557
$14.3K ﹤0.01%
172
+121
2558
$14.3K ﹤0.01%
1,071
+1,066
2559
$14.2K ﹤0.01%
498
+45
2560
$14.2K ﹤0.01%
448
+64
2561
$14.1K ﹤0.01%
699
+409
2562
$14.1K ﹤0.01%
168
+163
2563
$14.1K ﹤0.01%
5,006
+4,746
2564
$14.1K ﹤0.01%
278
2565
$14.1K ﹤0.01%
1,095
+23
2566
$14.1K ﹤0.01%
2,841
+2,746
2567
$14.1K ﹤0.01%
241
+21
2568
$14.1K ﹤0.01%
+981
2569
$14K ﹤0.01%
329
+34
2570
$14K ﹤0.01%
373
2571
$14K ﹤0.01%
+970
2572
$14K ﹤0.01%
336
+335
2573
$14K ﹤0.01%
1,215
+218
2574
$13.9K ﹤0.01%
439
-5,000
2575
$13.9K ﹤0.01%
663
-169
101 102
103
104 105