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
3476
$1.55K ﹤0.01%
54
3477
$1.53K ﹤0.01%
194
3478
$1.53K ﹤0.01%
322
+4
3479
$1.53K ﹤0.01%
29
+28
3480
$1.52K ﹤0.01%
218
-3
3481
$1.51K ﹤0.01%
+308
3482
$1.51K ﹤0.01%
1,164
+1,000
3483
$1.51K ﹤0.01%
18
3484
$1.51K ﹤0.01%
22
3485
$1.51K ﹤0.01%
+81
3486
$1.5K ﹤0.01%
36
3487
$1.5K ﹤0.01%
15
3488
$1.5K ﹤0.01%
317
3489
$1.5K ﹤0.01%
192
3490
$1.49K ﹤0.01%
20
3491
$1.49K ﹤0.01%
13
3492
$1.48K ﹤0.01%
465
3493
$1.48K ﹤0.01%
36
+35
3494
$1.48K ﹤0.01%
42
-17
3495
$1.48K ﹤0.01%
245
3496
$1.46K ﹤0.01%
25
3497
$1.45K ﹤0.01%
+156
3498
$1.45K ﹤0.01%
144
+94
3499
$1.45K ﹤0.01%
54
-65
3500
$1.44K ﹤0.01%
17
+14
138 139
140
141 142