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
2751
$9.71K ﹤0.01%
1,080
-174
2752
$9.7K ﹤0.01%
195
2753
$9.69K ﹤0.01%
+200
2754
$9.68K ﹤0.01%
411
-184
2755
$9.67K ﹤0.01%
1,120
+1,094
2756
$9.66K ﹤0.01%
+257
2757
$9.6K ﹤0.01%
360
-218
2758
$9.59K ﹤0.01%
186
-733
2759
$9.58K ﹤0.01%
84
2760
$9.51K ﹤0.01%
440
+400
2761
$9.5K ﹤0.01%
810
-501
2762
$9.49K ﹤0.01%
392
-15
2763
$9.49K ﹤0.01%
297
-13
2764
$9.46K ﹤0.01%
679
-25
2765
$9.41K ﹤0.01%
76
-4
2766
$9.37K ﹤0.01%
952
+699
2767
$9.36K ﹤0.01%
1,414
+658
2768
$9.36K ﹤0.01%
417
+398
2769
$9.32K ﹤0.01%
3,774
+3,727
2770
$9.32K ﹤0.01%
+2,000
2771
$9.31K ﹤0.01%
680
2772
$9.29K ﹤0.01%
374
-23
2773
$9.29K ﹤0.01%
185
+91
2774
$9.28K ﹤0.01%
+500
2775
$9.27K ﹤0.01%
66
109 110
111
112 113