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
3601
$1.04K ﹤0.01%
8
+3
3602
$1.03K ﹤0.01%
162
3603
$1.03K ﹤0.01%
30
-1
3604
$1.03K ﹤0.01%
+724
3605
$1.02K ﹤0.01%
393
+15
3606
$1.02K ﹤0.01%
+29
3607
$1.02K ﹤0.01%
182
3608
$1.01K ﹤0.01%
+28
3609
$1.01K ﹤0.01%
225
-303
3610
$1K ﹤0.01%
76
+9
3611
$1K ﹤0.01%
725
3612
$994 ﹤0.01%
32
3613
$994 ﹤0.01%
171
+94
3614
$989 ﹤0.01%
29
-92
3615
$988 ﹤0.01%
83
3616
$986 ﹤0.01%
56
-36
3617
$985 ﹤0.01%
33
-10
3618
$983 ﹤0.01%
29
-7
3619
$976 ﹤0.01%
25
-43
3620
$975 ﹤0.01%
650
3621
$971 ﹤0.01%
114
-49
3622
$969 ﹤0.01%
76
3623
$968 ﹤0.01%
43
3624
$966 ﹤0.01%
48
3625
$965 ﹤0.01%
27
143 144
145
146 147