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
3551
$1.21K ﹤0.01%
115
+102
3552
$1.21K ﹤0.01%
33
-2
3553
$1.2K ﹤0.01%
25
-78
3554
$1.19K ﹤0.01%
1,000
3555
$1.19K ﹤0.01%
74
3556
$1.18K ﹤0.01%
76
3557
$1.16K ﹤0.01%
50
+1
3558
$1.16K ﹤0.01%
183
+181
3559
$1.15K ﹤0.01%
19
+11
3560
$1.15K ﹤0.01%
500
3561
$1.15K ﹤0.01%
+20
3562
$1.15K ﹤0.01%
188
+51
3563
$1.15K ﹤0.01%
72
+67
3564
$1.15K ﹤0.01%
61
-10
3565
$1.14K ﹤0.01%
142
3566
$1.14K ﹤0.01%
32
-1,198
3567
$1.14K ﹤0.01%
+2,000
3568
$1.13K ﹤0.01%
93
+60
3569
$1.13K ﹤0.01%
11
3570
$1.13K ﹤0.01%
50
3571
$1.12K ﹤0.01%
47
3572
$1.12K ﹤0.01%
88
+61
3573
$1.12K ﹤0.01%
92
+49
3574
$1.11K ﹤0.01%
55
3575
$1.11K ﹤0.01%
+238
141 142
143
144 145