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
3351
$2.2K ﹤0.01%
1,881
+1,781
3352
$2.19K ﹤0.01%
459
+359
3353
$2.19K ﹤0.01%
24
3354
$2.19K ﹤0.01%
+196
3355
$2.16K ﹤0.01%
158
3356
$2.16K ﹤0.01%
70
-4,389
3357
$2.16K ﹤0.01%
42
3358
$2.15K ﹤0.01%
28
3359
$2.14K ﹤0.01%
503
-77
3360
$2.14K ﹤0.01%
+107
3361
$2.13K ﹤0.01%
28
-48
3362
$2.13K ﹤0.01%
1,462
3363
$2.13K ﹤0.01%
+26
3364
$2.12K ﹤0.01%
60
-249
3365
$2.12K ﹤0.01%
227
+168
3366
$2.12K ﹤0.01%
+60
3367
$2.12K ﹤0.01%
84
3368
$2.12K ﹤0.01%
119
3369
$2.11K ﹤0.01%
256
+167
3370
$2.11K ﹤0.01%
40
+36
3371
$2.1K ﹤0.01%
+837
3372
$2.1K ﹤0.01%
+96
3373
$2.09K ﹤0.01%
+232
3374
$2.08K ﹤0.01%
152
-4
3375
$2.08K ﹤0.01%
62
+11
133 134
135
136 137