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
1376
$142K ﹤0.01%
1,134
+189
1377
$142K ﹤0.01%
2,946
+2,894
1378
$141K ﹤0.01%
2,021
+56
1379
$140K ﹤0.01%
4,271
+4,269
1380
$140K ﹤0.01%
3,467
+2,719
1381
$140K ﹤0.01%
456
+77
1382
$140K ﹤0.01%
628
-31
1383
$139K ﹤0.01%
5,979
-921
1384
$139K ﹤0.01%
1,102
+501
1385
$139K ﹤0.01%
25,582
+25,538
1386
$139K ﹤0.01%
1,821
+1,064
1387
$139K ﹤0.01%
+3,609
1388
$138K ﹤0.01%
7,224
+4,656
1389
$138K ﹤0.01%
1,529
-1,207
1390
$138K ﹤0.01%
2,591
-918
1391
$137K ﹤0.01%
994
+82
1392
$137K ﹤0.01%
+4,130
1393
$137K ﹤0.01%
9,463
-2,632
1394
$137K ﹤0.01%
1,006
+247
1395
$137K ﹤0.01%
8,305
-44
1396
$136K ﹤0.01%
1,620
+1,508
1397
$136K ﹤0.01%
1,544
+1,308
1398
$136K ﹤0.01%
1,707
-477
1399
$134K ﹤0.01%
1,370
+487
1400
$134K ﹤0.01%
4,978
54 55
56
57 58