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
3101
$4.56K ﹤0.01%
89
-472
3102
$4.55K ﹤0.01%
194
+61
3103
$4.52K ﹤0.01%
64
-20
3104
$4.52K ﹤0.01%
140
3105
$4.51K ﹤0.01%
+781
3106
$4.51K ﹤0.01%
94
-20
3107
$4.5K ﹤0.01%
571
+566
3108
$4.49K ﹤0.01%
261
+219
3109
$4.47K ﹤0.01%
+154
3110
$4.47K ﹤0.01%
53
3111
$4.45K ﹤0.01%
+242
3112
$4.45K ﹤0.01%
229
-89
3113
$4.39K ﹤0.01%
+167
3114
$4.38K ﹤0.01%
89
3115
$4.37K ﹤0.01%
265
+193
3116
$4.36K ﹤0.01%
39
-3
3117
$4.35K ﹤0.01%
694
-15
3118
$4.35K ﹤0.01%
54
-14
3119
$4.34K ﹤0.01%
+60
3120
$4.33K ﹤0.01%
80
+16
3121
$4.33K ﹤0.01%
199
3122
$4.33K ﹤0.01%
236
-603
3123
$4.32K ﹤0.01%
134
-9
3124
$4.31K ﹤0.01%
117
+58
3125
$4.3K ﹤0.01%
100
123 124
125
126 127