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
3001
$5.6K ﹤0.01%
228
+60
3002
$5.58K ﹤0.01%
210
3003
$5.58K ﹤0.01%
45
3004
$5.58K ﹤0.01%
+2,021
3005
$5.55K ﹤0.01%
200
+91
3006
$5.54K ﹤0.01%
142
+6
3007
$5.53K ﹤0.01%
183
+104
3008
$5.53K ﹤0.01%
92
-72
3009
$5.53K ﹤0.01%
288
3010
$5.51K ﹤0.01%
+81
3011
$5.51K ﹤0.01%
994
+93
3012
$5.49K ﹤0.01%
305
3013
$5.46K ﹤0.01%
376
+96
3014
$5.46K ﹤0.01%
451
+320
3015
$5.46K ﹤0.01%
1,068
-100
3016
$5.45K ﹤0.01%
334
3017
$5.41K ﹤0.01%
287
+230
3018
$5.41K ﹤0.01%
241
-4
3019
$5.39K ﹤0.01%
245
3020
$5.39K ﹤0.01%
381
+269
3021
$5.38K ﹤0.01%
124
-19
3022
$5.38K ﹤0.01%
+84
3023
$5.36K ﹤0.01%
367
-175
3024
$5.35K ﹤0.01%
235
-2,362
3025
$5.34K ﹤0.01%
38
+18
119 120
121
122 123