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
3426
$1.82K ﹤0.01%
76
+30
3427
$1.82K ﹤0.01%
+301
3428
$1.81K ﹤0.01%
52
+21
3429
$1.8K ﹤0.01%
231
-869
3430
$1.8K ﹤0.01%
98
3431
$1.8K ﹤0.01%
+71
3432
$1.79K ﹤0.01%
118
+68
3433
$1.79K ﹤0.01%
30
-3
3434
$1.78K ﹤0.01%
+144
3435
$1.78K ﹤0.01%
109
+99
3436
$1.77K ﹤0.01%
35
-2
3437
$1.77K ﹤0.01%
50
3438
$1.76K ﹤0.01%
51
-1
3439
$1.75K ﹤0.01%
85
+43
3440
$1.75K ﹤0.01%
32
3441
$1.75K ﹤0.01%
282
+10
3442
$1.73K ﹤0.01%
130
3443
$1.73K ﹤0.01%
167
3444
$1.73K ﹤0.01%
77
3445
$1.72K ﹤0.01%
61
-4
3446
$1.72K ﹤0.01%
33
-584
3447
$1.72K ﹤0.01%
186
+12
3448
$1.71K ﹤0.01%
147
3449
$1.7K ﹤0.01%
124
-95
3450
$1.7K ﹤0.01%
71
+10
136 137
138
139 140