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
2926
$6.58K ﹤0.01%
84
+1
2927
$6.58K ﹤0.01%
294
-276
2928
$6.54K ﹤0.01%
518
+441
2929
$6.54K ﹤0.01%
911
-196
2930
$6.49K ﹤0.01%
+206
2931
$6.48K ﹤0.01%
+159
2932
$6.47K ﹤0.01%
82
-35
2933
$6.46K ﹤0.01%
191
+180
2934
$6.46K ﹤0.01%
+1,304
2935
$6.45K ﹤0.01%
200
-637
2936
$6.45K ﹤0.01%
124
-19
2937
$6.44K ﹤0.01%
74
+3
2938
$6.44K ﹤0.01%
913
+681
2939
$6.43K ﹤0.01%
106
+3
2940
$6.43K ﹤0.01%
799
2941
$6.37K ﹤0.01%
364
+27
2942
$6.36K ﹤0.01%
664
+391
2943
$6.35K ﹤0.01%
70
-874
2944
$6.35K ﹤0.01%
1,845
2945
$6.34K ﹤0.01%
970
+960
2946
$6.32K ﹤0.01%
598
-1
2947
$6.31K ﹤0.01%
906
-615
2948
$6.3K ﹤0.01%
+200
2949
$6.3K ﹤0.01%
90
2950
$6.29K ﹤0.01%
272
-34
116 117
118
119 120