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
2576
$13.9K ﹤0.01%
58
-58
2577
$13.9K ﹤0.01%
147
+144
2578
$13.8K ﹤0.01%
192
-2
2579
$13.8K ﹤0.01%
888
+884
2580
$13.8K ﹤0.01%
560
-63
2581
$13.7K ﹤0.01%
+3,739
2582
$13.7K ﹤0.01%
978
+948
2583
$13.7K ﹤0.01%
517
-14
2584
$13.6K ﹤0.01%
821
+745
2585
$13.6K ﹤0.01%
33
-5
2586
$13.6K ﹤0.01%
4,094
+4,034
2587
$13.6K ﹤0.01%
468
+375
2588
$13.6K ﹤0.01%
1,458
+1,457
2589
$13.5K ﹤0.01%
421
+26
2590
$13.5K ﹤0.01%
748
-3
2591
$13.5K ﹤0.01%
198
-52
2592
$13.5K ﹤0.01%
779
+117
2593
$13.5K ﹤0.01%
874
+134
2594
$13.5K ﹤0.01%
629
+90
2595
$13.4K ﹤0.01%
190
+147
2596
$13.4K ﹤0.01%
+967
2597
$13.3K ﹤0.01%
642
+1
2598
$13.3K ﹤0.01%
543
-82
2599
$13.2K ﹤0.01%
5,654
+1,828
2600
$13.2K ﹤0.01%
447
+2
102 103
104
105 106