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
2651
$12K ﹤0.01%
913
-98
2652
$11.9K ﹤0.01%
283
-75
2653
$11.9K ﹤0.01%
695
+28
2654
$11.9K ﹤0.01%
772
+491
2655
$11.8K ﹤0.01%
383
+300
2656
$11.8K ﹤0.01%
513
+487
2657
$11.8K ﹤0.01%
+280
2658
$11.8K ﹤0.01%
351
-1,164
2659
$11.8K ﹤0.01%
1,409
2660
$11.8K ﹤0.01%
1,161
-82
2661
$11.8K ﹤0.01%
117
+16
2662
$11.7K ﹤0.01%
+3,209
2663
$11.7K ﹤0.01%
260
-349
2664
$11.7K ﹤0.01%
324
+180
2665
$11.7K ﹤0.01%
214
+16
2666
$11.7K ﹤0.01%
1,018
+795
2667
$11.7K ﹤0.01%
+340
2668
$11.7K ﹤0.01%
1,511
+1,500
2669
$11.7K ﹤0.01%
395
+4
2670
$11.6K ﹤0.01%
48
-87
2671
$11.6K ﹤0.01%
+700
2672
$11.6K ﹤0.01%
238
2673
$11.6K ﹤0.01%
838
-68
2674
$11.6K ﹤0.01%
201
-67
2675
$11.5K ﹤0.01%
186
-24
105 106
107
108 109