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
2626
$12.6K ﹤0.01%
471
2627
$12.6K ﹤0.01%
+167
2628
$12.5K ﹤0.01%
444
+264
2629
$12.5K ﹤0.01%
117
+8
2630
$12.5K ﹤0.01%
+1,173
2631
$12.4K ﹤0.01%
425
2632
$12.4K ﹤0.01%
+466
2633
$12.4K ﹤0.01%
300
+251
2634
$12.4K ﹤0.01%
120
+4
2635
$12.4K ﹤0.01%
215
-136
2636
$12.4K ﹤0.01%
1,151
+900
2637
$12.3K ﹤0.01%
2,967
+2,905
2638
$12.3K ﹤0.01%
243
-241
2639
$12.3K ﹤0.01%
941
+422
2640
$12.3K ﹤0.01%
654
+642
2641
$12.3K ﹤0.01%
+509
2642
$12.2K ﹤0.01%
143
-387
2643
$12.2K ﹤0.01%
697
+443
2644
$12.2K ﹤0.01%
244
2645
$12.2K ﹤0.01%
596
+52
2646
$12.1K ﹤0.01%
1,558
+51
2647
$12.1K ﹤0.01%
963
+196
2648
$12.1K ﹤0.01%
454
2649
$12K ﹤0.01%
1,011
-136
2650
$12K ﹤0.01%
386
-44
104 105
106
107 108