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
1301
$167K ﹤0.01%
1,890
+214
1302
$166K ﹤0.01%
4,180
+1,597
1303
$166K ﹤0.01%
1,828
+1,801
1304
$166K ﹤0.01%
3,869
-122
1305
$166K ﹤0.01%
1,255
+887
1306
$165K ﹤0.01%
491
+167
1307
$165K ﹤0.01%
+5,122
1308
$164K ﹤0.01%
11,489
+6,807
1309
$164K ﹤0.01%
607
+411
1310
$163K ﹤0.01%
6,517
+690
1311
$163K ﹤0.01%
4,046
+411
1312
$163K ﹤0.01%
2,281
+131
1313
$163K ﹤0.01%
1,070
+713
1314
$162K ﹤0.01%
8,764
-91
1315
$162K ﹤0.01%
1,742
+35
1316
$162K ﹤0.01%
+5,337
1317
$162K ﹤0.01%
1,378
-5
1318
$161K ﹤0.01%
2,177
-1,186
1319
$160K ﹤0.01%
7,725
-1,540
1320
$160K ﹤0.01%
3,918
-460
1321
$160K ﹤0.01%
8,071
+2,568
1322
$159K ﹤0.01%
5,551
1323
$158K ﹤0.01%
2,959
+2,401
1324
$157K ﹤0.01%
10,442
-504
1325
$157K ﹤0.01%
779
-193
51 52
53
54 55