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
3151
$4.01K ﹤0.01%
23
3152
$4.01K ﹤0.01%
25
+15
3153
$4.01K ﹤0.01%
318
3154
$4.01K ﹤0.01%
146
+33
3155
$3.98K ﹤0.01%
300
3156
$3.98K ﹤0.01%
79
+50
3157
$3.94K ﹤0.01%
39
3158
$3.91K ﹤0.01%
189
3159
$3.89K ﹤0.01%
145
3160
$3.88K ﹤0.01%
35
-19
3161
$3.88K ﹤0.01%
350
-2,805
3162
$3.86K ﹤0.01%
60
+30
3163
$3.82K ﹤0.01%
+363
3164
$3.82K ﹤0.01%
53
3165
$3.82K ﹤0.01%
135
-8
3166
$3.82K ﹤0.01%
137
-5
3167
$3.81K ﹤0.01%
60
+9
3168
$3.79K ﹤0.01%
2,366
+1,795
3169
$3.78K ﹤0.01%
220
-50
3170
$3.75K ﹤0.01%
127
-23
3171
$3.73K ﹤0.01%
119
-297
3172
$3.73K ﹤0.01%
1,803
+50
3173
$3.71K ﹤0.01%
170
+107
3174
$3.69K ﹤0.01%
46
-13
3175
$3.67K ﹤0.01%
382
+317
125 126
127
128 129