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
3451
$1.7K ﹤0.01%
51
3452
$1.7K ﹤0.01%
50
3453
$1.7K ﹤0.01%
762
-346
3454
$1.69K ﹤0.01%
84
-5
3455
$1.69K ﹤0.01%
38
3456
$1.68K ﹤0.01%
43
-51
3457
$1.64K ﹤0.01%
45
3458
$1.63K ﹤0.01%
39
+17
3459
$1.62K ﹤0.01%
288
3460
$1.61K ﹤0.01%
139
-11
3461
$1.61K ﹤0.01%
111
3462
$1.61K ﹤0.01%
37
+21
3463
$1.6K ﹤0.01%
330
3464
$1.6K ﹤0.01%
230
-2,014
3465
$1.59K ﹤0.01%
28
+20
3466
$1.59K ﹤0.01%
+1,000
3467
$1.59K ﹤0.01%
1,212
-343
3468
$1.59K ﹤0.01%
43
-179
3469
$1.59K ﹤0.01%
192
+26
3470
$1.58K ﹤0.01%
21
+1
3471
$1.58K ﹤0.01%
786
+775
3472
$1.57K ﹤0.01%
36
+1
3473
$1.57K ﹤0.01%
56
-10
3474
$1.57K ﹤0.01%
135
-4
3475
$1.56K ﹤0.01%
92
-6
137 138
139
140 141