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
2676
$11.5K ﹤0.01%
433
2677
$11.5K ﹤0.01%
505
+329
2678
$11.4K ﹤0.01%
+700
2679
$11.4K ﹤0.01%
390
+210
2680
$11.4K ﹤0.01%
320
+49
2681
$11.4K ﹤0.01%
+3,758
2682
$11.4K ﹤0.01%
967
+614
2683
$11.3K ﹤0.01%
518
2684
$11.3K ﹤0.01%
+149
2685
$11.2K ﹤0.01%
1,005
2686
$11.2K ﹤0.01%
330
-12
2687
$11.1K ﹤0.01%
118
2688
$11.1K ﹤0.01%
812
-335
2689
$11.1K ﹤0.01%
842
+80
2690
$11.1K ﹤0.01%
+312
2691
$11.1K ﹤0.01%
+3,488
2692
$11K ﹤0.01%
+486
2693
$11K ﹤0.01%
446
-178
2694
$11K ﹤0.01%
486
+442
2695
$10.9K ﹤0.01%
+1,100
2696
$10.9K ﹤0.01%
484
-24
2697
$10.9K ﹤0.01%
141
+3
2698
$10.9K ﹤0.01%
1,490
-186
2699
$10.9K ﹤0.01%
629
+367
2700
$10.9K ﹤0.01%
1,336
+1,234
106 107
108
109 110