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
3076
$4.84K ﹤0.01%
328
-883
3077
$4.83K ﹤0.01%
33
+3
3078
$4.82K ﹤0.01%
134
3079
$4.82K ﹤0.01%
152
+37
3080
$4.79K ﹤0.01%
80
+59
3081
$4.77K ﹤0.01%
61
-5
3082
$4.76K ﹤0.01%
100
-259
3083
$4.76K ﹤0.01%
48
-570
3084
$4.76K ﹤0.01%
73
3085
$4.75K ﹤0.01%
258
-56
3086
$4.72K ﹤0.01%
58
-1
3087
$4.7K ﹤0.01%
771
-1,569
3088
$4.69K ﹤0.01%
+217
3089
$4.67K ﹤0.01%
300
+292
3090
$4.65K ﹤0.01%
205
3091
$4.64K ﹤0.01%
232
+1
3092
$4.63K ﹤0.01%
+98
3093
$4.62K ﹤0.01%
210
+155
3094
$4.6K ﹤0.01%
180
3095
$4.59K ﹤0.01%
283
-40
3096
$4.59K ﹤0.01%
+85
3097
$4.58K ﹤0.01%
119
+37
3098
$4.58K ﹤0.01%
410
+394
3099
$4.58K ﹤0.01%
105
3100
$4.57K ﹤0.01%
72
+71
122 123
124
125 126