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
2601
$13.2K ﹤0.01%
733
+533
2602
$13.2K ﹤0.01%
+235
2603
$13.2K ﹤0.01%
180
-3
2604
$13.1K ﹤0.01%
415
+388
2605
$13.1K ﹤0.01%
+166
2606
$13.1K ﹤0.01%
478
+333
2607
$12.9K ﹤0.01%
1,319
+1,133
2608
$12.9K ﹤0.01%
474
+76
2609
$12.9K ﹤0.01%
227
2610
$12.9K ﹤0.01%
472
-179
2611
$12.8K ﹤0.01%
161
2612
$12.8K ﹤0.01%
437
2613
$12.8K ﹤0.01%
100
2614
$12.8K ﹤0.01%
575
+216
2615
$12.7K ﹤0.01%
820
-8,515
2616
$12.7K ﹤0.01%
3,242
+2,407
2617
$12.7K ﹤0.01%
295
+268
2618
$12.7K ﹤0.01%
661
+143
2619
$12.7K ﹤0.01%
200
2620
$12.7K ﹤0.01%
104
+88
2621
$12.7K ﹤0.01%
825
+279
2622
$12.7K ﹤0.01%
+2,179
2623
$12.6K ﹤0.01%
+123
2624
$12.6K ﹤0.01%
525
+1
2625
$12.6K ﹤0.01%
196
+91
103 104
105
106 107