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
3026
$5.34K ﹤0.01%
71
+27
3027
$5.33K ﹤0.01%
210
3028
$5.31K ﹤0.01%
181
+1
3029
$5.3K ﹤0.01%
121
3030
$5.3K ﹤0.01%
111
-10
3031
$5.3K ﹤0.01%
66
+8
3032
$5.29K ﹤0.01%
102
-3
3033
$5.26K ﹤0.01%
85
-219
3034
$5.24K ﹤0.01%
57
+35
3035
$5.24K ﹤0.01%
576
+53
3036
$5.23K ﹤0.01%
612
+572
3037
$5.23K ﹤0.01%
561
+537
3038
$5.22K ﹤0.01%
+148
3039
$5.22K ﹤0.01%
493
+340
3040
$5.21K ﹤0.01%
198
3041
$5.2K ﹤0.01%
+854
3042
$5.2K ﹤0.01%
87
+55
3043
$5.2K ﹤0.01%
120
-36
3044
$5.19K ﹤0.01%
+554
3045
$5.16K ﹤0.01%
193
+25
3046
$5.16K ﹤0.01%
308
-105
3047
$5.13K ﹤0.01%
147
+61
3048
$5.12K ﹤0.01%
291
+239
3049
$5.12K ﹤0.01%
47
+10
3050
$5.12K ﹤0.01%
89
120 121
122
123 124