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
3576
$1.11K ﹤0.01%
54
3577
$1.11K ﹤0.01%
177
-35
3578
$1.11K ﹤0.01%
117
3579
$1.1K ﹤0.01%
75
3580
$1.1K ﹤0.01%
124
3581
$1.1K ﹤0.01%
135
3582
$1.1K ﹤0.01%
+60
3583
$1.09K ﹤0.01%
38
-8
3584
$1.09K ﹤0.01%
50
-3
3585
$1.09K ﹤0.01%
100
3586
$1.09K ﹤0.01%
16
-3
3587
$1.09K ﹤0.01%
40
3588
$1.07K ﹤0.01%
336
3589
$1.07K ﹤0.01%
17
+1
3590
$1.07K ﹤0.01%
+42
3591
$1.06K ﹤0.01%
23
3592
$1.06K ﹤0.01%
75
-275
3593
$1.06K ﹤0.01%
44
3594
$1.06K ﹤0.01%
36
-79
3595
$1.05K ﹤0.01%
206
3596
$1.05K ﹤0.01%
36
3597
$1.05K ﹤0.01%
38
3598
$1.05K ﹤0.01%
19
+17
3599
$1.05K ﹤0.01%
66
+58
3600
$1.04K ﹤0.01%
14
142 143
144
145 146