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
3251
$2.85K ﹤0.01%
+118
3252
$2.83K ﹤0.01%
145
3253
$2.83K ﹤0.01%
197
+163
3254
$2.82K ﹤0.01%
45
+2
3255
$2.82K ﹤0.01%
282
+129
3256
$2.82K ﹤0.01%
461
3257
$2.81K ﹤0.01%
489
3258
$2.81K ﹤0.01%
+32
3259
$2.79K ﹤0.01%
100
3260
$2.78K ﹤0.01%
314
+186
3261
$2.78K ﹤0.01%
64
3262
$2.78K ﹤0.01%
28
-80
3263
$2.75K ﹤0.01%
167
3264
$2.75K ﹤0.01%
119
-347
3265
$2.74K ﹤0.01%
13
+10
3266
$2.72K ﹤0.01%
321
+47
3267
$2.71K ﹤0.01%
96
-19
3268
$2.71K ﹤0.01%
108
+41
3269
$2.71K ﹤0.01%
312
+54
3270
$2.7K ﹤0.01%
650
3271
$2.69K ﹤0.01%
33
-509
3272
$2.67K ﹤0.01%
266
3273
$2.67K ﹤0.01%
20
3274
$2.67K ﹤0.01%
67
+25
3275
$2.66K ﹤0.01%
2,002
+984
129 130
131
132 133