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
3226
$3.15K ﹤0.01%
102
3227
$3.14K ﹤0.01%
68
+18
3228
$3.14K ﹤0.01%
45
3229
$3.11K ﹤0.01%
100
3230
$3.11K ﹤0.01%
234
+143
3231
$3.06K ﹤0.01%
114
3232
$3.05K ﹤0.01%
23
3233
$3.05K ﹤0.01%
2,500
3234
$3.01K ﹤0.01%
340
-177
3235
$3K ﹤0.01%
62
-36
3236
$3K ﹤0.01%
265
-23
3237
$2.99K ﹤0.01%
126
-40
3238
$2.98K ﹤0.01%
567
3239
$2.95K ﹤0.01%
422
+417
3240
$2.94K ﹤0.01%
319
-6,030
3241
$2.94K ﹤0.01%
3,384
-4,917
3242
$2.93K ﹤0.01%
240
-13
3243
$2.92K ﹤0.01%
+29
3244
$2.92K ﹤0.01%
221
+145
3245
$2.92K ﹤0.01%
143
-5
3246
$2.89K ﹤0.01%
32
-28
3247
$2.89K ﹤0.01%
174
+2
3248
$2.88K ﹤0.01%
226
+201
3249
$2.88K ﹤0.01%
+38
3250
$2.87K ﹤0.01%
260
+245
128 129
130
131 132