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
3376
$2.07K ﹤0.01%
100
3377
$2.06K ﹤0.01%
83
-19
3378
$2.05K ﹤0.01%
48
+27
3379
$2.05K ﹤0.01%
141
+36
3380
$2.04K ﹤0.01%
80
+35
3381
$2.04K ﹤0.01%
352
+257
3382
$2.04K ﹤0.01%
+690
3383
$2.03K ﹤0.01%
+45
3384
$2.02K ﹤0.01%
+45
3385
$2.02K ﹤0.01%
+50
3386
$2.02K ﹤0.01%
50
+15
3387
$2.02K ﹤0.01%
430
-1,359
3388
$2.01K ﹤0.01%
165
+121
3389
$2.01K ﹤0.01%
67
-242
3390
$2.01K ﹤0.01%
+1,572
3391
$2.01K ﹤0.01%
53
3392
$2K ﹤0.01%
109
3393
$2K ﹤0.01%
29
+20
3394
$1.99K ﹤0.01%
63
+41
3395
$1.98K ﹤0.01%
55
-156
3396
$1.98K ﹤0.01%
46
+1
3397
$1.97K ﹤0.01%
+676
3398
$1.97K ﹤0.01%
53
+1
3399
$1.97K ﹤0.01%
49
-1
3400
$1.96K ﹤0.01%
409
+396
134 135
136
137 138