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
2776
$9.26K ﹤0.01%
758
-59
2777
$9.26K ﹤0.01%
72
-8
2778
$9.24K ﹤0.01%
435
2779
$9.24K ﹤0.01%
248
+3
2780
$9.21K ﹤0.01%
483
+200
2781
$9.2K ﹤0.01%
+280
2782
$9.2K ﹤0.01%
291
+57
2783
$9.17K ﹤0.01%
245
+30
2784
$9.16K ﹤0.01%
175
+70
2785
$9.15K ﹤0.01%
303
+112
2786
$9.13K ﹤0.01%
68
2787
$9.13K ﹤0.01%
6,125
+5,995
2788
$9.1K ﹤0.01%
1,352
+812
2789
$9.07K ﹤0.01%
174
-398
2790
$8.99K ﹤0.01%
1,998
+1,997
2791
$8.99K ﹤0.01%
1,880
+761
2792
$8.96K ﹤0.01%
+157
2793
$8.96K ﹤0.01%
111
-640
2794
$8.96K ﹤0.01%
205
+200
2795
$8.94K ﹤0.01%
923
+918
2796
$8.9K ﹤0.01%
113
-31
2797
$8.88K ﹤0.01%
940
-100
2798
$8.88K ﹤0.01%
173
+114
2799
$8.87K ﹤0.01%
438
+276
2800
$8.86K ﹤0.01%
167
+165
110 111
112
113 114