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
3126
$4.28K ﹤0.01%
123
-115
3127
$4.28K ﹤0.01%
337
+322
3128
$4.26K ﹤0.01%
171
-453
3129
$4.26K ﹤0.01%
106
3130
$4.23K ﹤0.01%
150
3131
$4.23K ﹤0.01%
+366
3132
$4.22K ﹤0.01%
67
+31
3133
$4.21K ﹤0.01%
128
+10
3134
$4.21K ﹤0.01%
24
-424
3135
$4.19K ﹤0.01%
146
+145
3136
$4.18K ﹤0.01%
890
3137
$4.18K ﹤0.01%
52
3138
$4.17K ﹤0.01%
+515
3139
$4.16K ﹤0.01%
115
-126
3140
$4.14K ﹤0.01%
395
3141
$4.13K ﹤0.01%
89
-46
3142
$4.13K ﹤0.01%
360
3143
$4.13K ﹤0.01%
292
+1
3144
$4.09K ﹤0.01%
+172
3145
$4.07K ﹤0.01%
99
3146
$4.07K ﹤0.01%
218
-266
3147
$4.06K ﹤0.01%
212
-59
3148
$4.05K ﹤0.01%
550
3149
$4.04K ﹤0.01%
972
+942
3150
$4.02K ﹤0.01%
311
-117
124 125
126
127 128