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
3401
$1.96K ﹤0.01%
72
3402
$1.96K ﹤0.01%
+102
3403
$1.95K ﹤0.01%
45
-1
3404
$1.95K ﹤0.01%
429
3405
$1.95K ﹤0.01%
+2
3406
$1.95K ﹤0.01%
114
3407
$1.94K ﹤0.01%
128
+103
3408
$1.94K ﹤0.01%
120
-1
3409
$1.92K ﹤0.01%
+421
3410
$1.92K ﹤0.01%
572
3411
$1.91K ﹤0.01%
50
3412
$1.91K ﹤0.01%
78
-10
3413
$1.9K ﹤0.01%
60
-62
3414
$1.89K ﹤0.01%
35
-14
3415
$1.88K ﹤0.01%
100
3416
$1.88K ﹤0.01%
89
-678
3417
$1.88K ﹤0.01%
76
-20
3418
$1.87K ﹤0.01%
71
+56
3419
$1.86K ﹤0.01%
104
+100
3420
$1.86K ﹤0.01%
296
3421
$1.86K ﹤0.01%
18
-2
3422
$1.84K ﹤0.01%
144
3423
$1.83K ﹤0.01%
38
3424
$1.82K ﹤0.01%
333
-74
3425
$1.82K ﹤0.01%
+35
135 136
137
138 139