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
2951
$6.28K ﹤0.01%
157
-1,617
2952
$6.25K ﹤0.01%
21
-1
2953
$6.25K ﹤0.01%
192
+30
2954
$6.23K ﹤0.01%
112
+89
2955
$6.22K ﹤0.01%
166
2956
$6.22K ﹤0.01%
428
+329
2957
$6.21K ﹤0.01%
145
+87
2958
$6.18K ﹤0.01%
1,029
2959
$6.12K ﹤0.01%
332
2960
$6.05K ﹤0.01%
220
+209
2961
$6.02K ﹤0.01%
51
+25
2962
$6.02K ﹤0.01%
57
2963
$6.01K ﹤0.01%
303
+120
2964
$6.01K ﹤0.01%
+55
2965
$5.99K ﹤0.01%
41
-19
2966
$5.99K ﹤0.01%
337
-100
2967
$5.98K ﹤0.01%
47
+1
2968
$5.95K ﹤0.01%
821
-267
2969
$5.93K ﹤0.01%
222
2970
$5.93K ﹤0.01%
255
2971
$5.93K ﹤0.01%
50
-614
2972
$5.92K ﹤0.01%
570
2973
$5.92K ﹤0.01%
59
+5
2974
$5.91K ﹤0.01%
1,455
-10,065
2975
$5.9K ﹤0.01%
77
-22
117 118
119
120 121