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
3501
$1.44K ﹤0.01%
28
3502
$1.43K ﹤0.01%
140
3503
$1.43K ﹤0.01%
702
+199
3504
$1.43K ﹤0.01%
108
3505
$1.43K ﹤0.01%
+383
3506
$1.42K ﹤0.01%
+101
3507
$1.42K ﹤0.01%
+311
3508
$1.42K ﹤0.01%
19
3509
$1.41K ﹤0.01%
219
3510
$1.41K ﹤0.01%
20
+15
3511
$1.41K ﹤0.01%
64
3512
$1.4K ﹤0.01%
33
-20
3513
$1.4K ﹤0.01%
76
-10
3514
$1.39K ﹤0.01%
+35
3515
$1.38K ﹤0.01%
25
3516
$1.38K ﹤0.01%
201
+196
3517
$1.37K ﹤0.01%
24
+11
3518
$1.37K ﹤0.01%
256
3519
$1.37K ﹤0.01%
528
3520
$1.36K ﹤0.01%
101
+7
3521
$1.36K ﹤0.01%
12
-1
3522
$1.35K ﹤0.01%
140
3523
$1.35K ﹤0.01%
54
-82
3524
$1.34K ﹤0.01%
+67
3525
$1.34K ﹤0.01%
+133
139 140
141
142 143