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
2901
$7.03K ﹤0.01%
310
+292
2902
$7.01K ﹤0.01%
61
-22
2903
$6.98K ﹤0.01%
116
-10
2904
$6.97K ﹤0.01%
764
+293
2905
$6.96K ﹤0.01%
200
+192
2906
$6.94K ﹤0.01%
307
2907
$6.93K ﹤0.01%
24
-9
2908
$6.91K ﹤0.01%
+4,800
2909
$6.89K ﹤0.01%
821
2910
$6.88K ﹤0.01%
817
-719
2911
$6.88K ﹤0.01%
457
+2
2912
$6.88K ﹤0.01%
198
2913
$6.79K ﹤0.01%
+160
2914
$6.79K ﹤0.01%
1,069
+103
2915
$6.77K ﹤0.01%
576
-23
2916
$6.76K ﹤0.01%
2,036
+465
2917
$6.74K ﹤0.01%
+276
2918
$6.72K ﹤0.01%
536
+290
2919
$6.65K ﹤0.01%
892
+870
2920
$6.65K ﹤0.01%
88
-779
2921
$6.64K ﹤0.01%
90
-249
2922
$6.63K ﹤0.01%
35
-2
2923
$6.62K ﹤0.01%
236
+82
2924
$6.62K ﹤0.01%
298
-278
2925
$6.6K ﹤0.01%
68
+6
115 116
117
118 119