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
3051
$5.11K ﹤0.01%
55
-19
3052
$5.09K ﹤0.01%
398
3053
$5.08K ﹤0.01%
570
-258
3054
$5.06K ﹤0.01%
45
-16
3055
$5.06K ﹤0.01%
+38
3056
$5.05K ﹤0.01%
72
-1
3057
$5.04K ﹤0.01%
51
-294
3058
$5.04K ﹤0.01%
162
3059
$5.04K ﹤0.01%
143
-3
3060
$5.03K ﹤0.01%
+215
3061
$5.03K ﹤0.01%
84
3062
$5.03K ﹤0.01%
176
-1
3063
$5.02K ﹤0.01%
588
+229
3064
$5.02K ﹤0.01%
+1,254
3065
$5.01K ﹤0.01%
+200
3066
$5.01K ﹤0.01%
135
+66
3067
$5K ﹤0.01%
163
+26
3068
$4.97K ﹤0.01%
190
+62
3069
$4.96K ﹤0.01%
21
+16
3070
$4.92K ﹤0.01%
68
+6
3071
$4.91K ﹤0.01%
184
3072
$4.89K ﹤0.01%
197
+85
3073
$4.87K ﹤0.01%
52
+4
3074
$4.86K ﹤0.01%
60
3075
$4.85K ﹤0.01%
+510
121 122
123
124 125