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
2826
$8.34K ﹤0.01%
185
2827
$8.32K ﹤0.01%
144
-6
2828
$8.32K ﹤0.01%
+688
2829
$8.31K ﹤0.01%
73
+4
2830
$8.29K ﹤0.01%
53
-10
2831
$8.27K ﹤0.01%
121
-26
2832
$8.24K ﹤0.01%
1,100
+800
2833
$8.2K ﹤0.01%
50
2834
$8.19K ﹤0.01%
491
+472
2835
$8.18K ﹤0.01%
+2,279
2836
$8.16K ﹤0.01%
106
-5
2837
$8.14K ﹤0.01%
532
+477
2838
$8.13K ﹤0.01%
110
2839
$8.13K ﹤0.01%
154
2840
$8.1K ﹤0.01%
553
+360
2841
$8.04K ﹤0.01%
318
+160
2842
$8.04K ﹤0.01%
50
+13
2843
$8.03K ﹤0.01%
209
-48
2844
$8.02K ﹤0.01%
77
2845
$8K ﹤0.01%
319
2846
$7.96K ﹤0.01%
209
-42
2847
$7.94K ﹤0.01%
1,430
-4
2848
$7.92K ﹤0.01%
763
-180
2849
$7.9K ﹤0.01%
83
+4
2850
$7.89K ﹤0.01%
131
-498
112 113
114
115 116