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
2976
$5.87K ﹤0.01%
1,125
+878
2977
$5.87K ﹤0.01%
174
-596
2978
$5.86K ﹤0.01%
106
+7
2979
$5.85K ﹤0.01%
21
-1
2980
$5.84K ﹤0.01%
110
+109
2981
$5.83K ﹤0.01%
130
2982
$5.83K ﹤0.01%
481
-2
2983
$5.82K ﹤0.01%
231
+75
2984
$5.8K ﹤0.01%
540
+214
2985
$5.79K ﹤0.01%
+138
2986
$5.78K ﹤0.01%
90
+77
2987
$5.78K ﹤0.01%
187
+145
2988
$5.77K ﹤0.01%
103
+17
2989
$5.76K ﹤0.01%
75
-1,131
2990
$5.75K ﹤0.01%
959
+424
2991
$5.75K ﹤0.01%
10,515
+500
2992
$5.74K ﹤0.01%
68
+11
2993
$5.74K ﹤0.01%
49
-2
2994
$5.73K ﹤0.01%
+161
2995
$5.68K ﹤0.01%
328
+315
2996
$5.67K ﹤0.01%
66
+20
2997
$5.67K ﹤0.01%
100
-1,799
2998
$5.64K ﹤0.01%
82
-14,589
2999
$5.63K ﹤0.01%
589
+422
3000
$5.63K ﹤0.01%
391
+280
118 119
120
121 122