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
3201
$3.38K ﹤0.01%
185
+112
3202
$3.35K ﹤0.01%
48
3203
$3.35K ﹤0.01%
407
3204
$3.35K ﹤0.01%
61
+8
3205
$3.31K ﹤0.01%
60
-158
3206
$3.3K ﹤0.01%
598
-269
3207
$3.29K ﹤0.01%
+76
3208
$3.28K ﹤0.01%
522
+492
3209
$3.28K ﹤0.01%
1,872
-340
3210
$3.27K ﹤0.01%
266
+91
3211
$3.25K ﹤0.01%
+77
3212
$3.25K ﹤0.01%
+973
3213
$3.25K ﹤0.01%
70
-51
3214
$3.24K ﹤0.01%
42
3215
$3.22K ﹤0.01%
181
-57
3216
$3.22K ﹤0.01%
127
+100
3217
$3.21K ﹤0.01%
188
+5
3218
$3.2K ﹤0.01%
53
3219
$3.19K ﹤0.01%
1,157
+986
3220
$3.19K ﹤0.01%
99
+6
3221
$3.18K ﹤0.01%
152
3222
$3.18K ﹤0.01%
600
3223
$3.17K ﹤0.01%
210
-46
3224
$3.17K ﹤0.01%
51
-408
3225
$3.15K ﹤0.01%
28
-5
127 128
129
130 131