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
2701
$10.9K ﹤0.01%
235
-1,065
2702
$10.9K ﹤0.01%
158
+11
2703
$10.7K ﹤0.01%
73
+30
2704
$10.7K ﹤0.01%
+282
2705
$10.7K ﹤0.01%
140
+134
2706
$10.7K ﹤0.01%
70
+68
2707
$10.6K ﹤0.01%
155
-665
2708
$10.6K ﹤0.01%
382
2709
$10.6K ﹤0.01%
207
2710
$10.6K ﹤0.01%
2,201
2711
$10.6K ﹤0.01%
200
2712
$10.5K ﹤0.01%
+281
2713
$10.5K ﹤0.01%
422
-303
2714
$10.4K ﹤0.01%
116
-5
2715
$10.4K ﹤0.01%
2,307
+2,103
2716
$10.4K ﹤0.01%
1,007
-560
2717
$10.4K ﹤0.01%
+210
2718
$10.4K ﹤0.01%
482
+153
2719
$10.4K ﹤0.01%
+650
2720
$10.3K ﹤0.01%
291
+222
2721
$10.3K ﹤0.01%
+1,914
2722
$10.3K ﹤0.01%
3,985
+3,962
2723
$10.3K ﹤0.01%
445
+300
2724
$10.3K ﹤0.01%
996
+143
2725
$10.2K ﹤0.01%
67
-232
107 108
109
110 111