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
2801
$8.85K ﹤0.01%
629
+398
2802
$8.85K ﹤0.01%
338
+125
2803
$8.8K ﹤0.01%
413
2804
$8.79K ﹤0.01%
299
2805
$8.77K ﹤0.01%
534
+96
2806
$8.76K ﹤0.01%
5,247
+4,560
2807
$8.75K ﹤0.01%
387
2808
$8.74K ﹤0.01%
336
-17
2809
$8.72K ﹤0.01%
973
-481
2810
$8.68K ﹤0.01%
384
-103
2811
$8.68K ﹤0.01%
552
+550
2812
$8.67K ﹤0.01%
176
+41
2813
$8.59K ﹤0.01%
180
-2,620
2814
$8.57K ﹤0.01%
35
+18
2815
$8.52K ﹤0.01%
+756
2816
$8.48K ﹤0.01%
194
+3
2817
$8.47K ﹤0.01%
149
+71
2818
$8.46K ﹤0.01%
1,609
+1,549
2819
$8.45K ﹤0.01%
+886
2820
$8.44K ﹤0.01%
102
+27
2821
$8.44K ﹤0.01%
540
-52
2822
$8.42K ﹤0.01%
213
+206
2823
$8.39K ﹤0.01%
212
-83
2824
$8.36K ﹤0.01%
450
-15
2825
$8.35K ﹤0.01%
5,640
+4,610
111 112
113
114 115