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
2726
$10.2K ﹤0.01%
+2,111
2727
$10.2K ﹤0.01%
+200
2728
$10.2K ﹤0.01%
+500
2729
$10.2K ﹤0.01%
588
+197
2730
$10.1K ﹤0.01%
295
-512
2731
$10.1K ﹤0.01%
358
-150
2732
$10.1K ﹤0.01%
450
-224
2733
$10K ﹤0.01%
80
-40
2734
$10K ﹤0.01%
745
+700
2735
$9.98K ﹤0.01%
2,115
+1,785
2736
$9.98K ﹤0.01%
281
+31
2737
$9.97K ﹤0.01%
84
+32
2738
$9.97K ﹤0.01%
+1,114
2739
$9.96K ﹤0.01%
469
2740
$9.93K ﹤0.01%
176
+15
2741
$9.92K ﹤0.01%
410
+68
2742
$9.9K ﹤0.01%
99
-20
2743
$9.87K ﹤0.01%
+750
2744
$9.85K ﹤0.01%
365
-109
2745
$9.84K ﹤0.01%
2,563
+604
2746
$9.84K ﹤0.01%
158
-1
2747
$9.79K ﹤0.01%
+500
2748
$9.79K ﹤0.01%
254
+94
2749
$9.76K ﹤0.01%
1,455
+1,435
2750
$9.75K ﹤0.01%
97
+34
108 109
110
111 112