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
3301
$2.46K ﹤0.01%
36
-1
3302
$2.45K ﹤0.01%
63
-4
3303
$2.45K ﹤0.01%
110
-1,949
3304
$2.44K ﹤0.01%
248
-146
3305
$2.43K ﹤0.01%
143
3306
$2.42K ﹤0.01%
+52
3307
$2.42K ﹤0.01%
81
-6
3308
$2.42K ﹤0.01%
33
-46
3309
$2.41K ﹤0.01%
85
-475
3310
$2.4K ﹤0.01%
+280
3311
$2.4K ﹤0.01%
61
3312
$2.4K ﹤0.01%
22
3313
$2.39K ﹤0.01%
50
-15
3314
$2.38K ﹤0.01%
66
3315
$2.38K ﹤0.01%
+77
3316
$2.38K ﹤0.01%
672
3317
$2.38K ﹤0.01%
71
-533
3318
$2.37K ﹤0.01%
51
+2
3319
$2.37K ﹤0.01%
70
+22
3320
$2.37K ﹤0.01%
+180
3321
$2.36K ﹤0.01%
84
-3
3322
$2.36K ﹤0.01%
94
-1
3323
$2.35K ﹤0.01%
117
+93
3324
$2.35K ﹤0.01%
117
-66
3325
$2.33K ﹤0.01%
228
131 132
133
134 135