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
3526
$1.34K ﹤0.01%
300
-645
3527
$1.34K ﹤0.01%
31
-1,210
3528
$1.33K ﹤0.01%
49
3529
$1.33K ﹤0.01%
101
3530
$1.33K ﹤0.01%
31
+6
3531
$1.32K ﹤0.01%
104
3532
$1.31K ﹤0.01%
22
-252
3533
$1.3K ﹤0.01%
201
-61
3534
$1.3K ﹤0.01%
+104
3535
$1.29K ﹤0.01%
35
3536
$1.29K ﹤0.01%
93
-36
3537
$1.28K ﹤0.01%
434
+428
3538
$1.28K ﹤0.01%
56
-3
3539
$1.28K ﹤0.01%
24
3540
$1.28K ﹤0.01%
+17
3541
$1.28K ﹤0.01%
+90
3542
$1.27K ﹤0.01%
14
3543
$1.27K ﹤0.01%
+70
3544
$1.26K ﹤0.01%
39
-14
3545
$1.25K ﹤0.01%
20
3546
$1.24K ﹤0.01%
+14
3547
$1.24K ﹤0.01%
45
-3
3548
$1.23K ﹤0.01%
+447
3549
$1.22K ﹤0.01%
151
+1
3550
$1.22K ﹤0.01%
+75
140 141
142
143 144