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
1276
$179K ﹤0.01%
5,492
-1,164
1277
$179K ﹤0.01%
890
+549
1278
$179K ﹤0.01%
3,685
+713
1279
$178K ﹤0.01%
2,192
-905
1280
$176K ﹤0.01%
3,583
+351
1281
$175K ﹤0.01%
3,314
+2,650
1282
$175K ﹤0.01%
759
+170
1283
$175K ﹤0.01%
2,791
+2,753
1284
$174K ﹤0.01%
1,085
+287
1285
$174K ﹤0.01%
15,226
+15,205
1286
$173K ﹤0.01%
3,002
+54
1287
$173K ﹤0.01%
1,616
+746
1288
$173K ﹤0.01%
4,477
-623
1289
$171K ﹤0.01%
20,000
1290
$170K ﹤0.01%
3,993
+78
1291
$170K ﹤0.01%
1,487
+113
1292
$170K ﹤0.01%
1,462
1293
$169K ﹤0.01%
15,206
+1,122
1294
$168K ﹤0.01%
4,098
+971
1295
$168K ﹤0.01%
764
-214
1296
$167K ﹤0.01%
2,619
+986
1297
$167K ﹤0.01%
1,374
+119
1298
$167K ﹤0.01%
2,819
+842
1299
$167K ﹤0.01%
6,504
+1,317
1300
$167K ﹤0.01%
653
+24
50 51
52
53 54