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
3326
$2.32K ﹤0.01%
313
+176
3327
$2.32K ﹤0.01%
+91
3328
$2.32K ﹤0.01%
66
-1,478
3329
$2.32K ﹤0.01%
159
+157
3330
$2.32K ﹤0.01%
+115
3331
$2.31K ﹤0.01%
114
3332
$2.31K ﹤0.01%
+50
3333
$2.29K ﹤0.01%
108
-102
3334
$2.28K ﹤0.01%
188
3335
$2.27K ﹤0.01%
134
3336
$2.26K ﹤0.01%
43
3337
$2.26K ﹤0.01%
85
+53
3338
$2.26K ﹤0.01%
60
+45
3339
$2.25K ﹤0.01%
61
-9
3340
$2.25K ﹤0.01%
235
-196
3341
$2.25K ﹤0.01%
317
+14
3342
$2.25K ﹤0.01%
160
+40
3343
$2.23K ﹤0.01%
134
3344
$2.23K ﹤0.01%
+30
3345
$2.22K ﹤0.01%
10
+9
3346
$2.22K ﹤0.01%
221
3347
$2.22K ﹤0.01%
90
3348
$2.22K ﹤0.01%
+154
3349
$2.21K ﹤0.01%
49
+32
3350
$2.21K ﹤0.01%
16
132 133
134
135 136