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
2851
$7.84K ﹤0.01%
530
+41
2852
$7.84K ﹤0.01%
199
-25
2853
$7.81K ﹤0.01%
255
-306
2854
$7.8K ﹤0.01%
530
+525
2855
$7.79K ﹤0.01%
+537
2856
$7.79K ﹤0.01%
+64
2857
$7.77K ﹤0.01%
375
-2
2858
$7.73K ﹤0.01%
219
-92
2859
$7.7K ﹤0.01%
217
2860
$7.66K ﹤0.01%
+149
2861
$7.66K ﹤0.01%
+368
2862
$7.62K ﹤0.01%
970
+326
2863
$7.6K ﹤0.01%
+1,013
2864
$7.58K ﹤0.01%
500
-1,375
2865
$7.56K ﹤0.01%
+1,374
2866
$7.55K ﹤0.01%
107
+33
2867
$7.54K ﹤0.01%
2,638
-1,325
2868
$7.52K ﹤0.01%
150
+107
2869
$7.52K ﹤0.01%
712
+81
2870
$7.52K ﹤0.01%
119
+11
2871
$7.49K ﹤0.01%
2,134
+1,563
2872
$7.47K ﹤0.01%
92
-122
2873
$7.46K ﹤0.01%
272
2874
$7.46K ﹤0.01%
177
-109
2875
$7.42K ﹤0.01%
131
113 114
115
116 117