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
1401
$134K ﹤0.01%
10,623
+6,901
1402
$133K ﹤0.01%
812
+185
1403
$133K ﹤0.01%
7,088
+2,375
1404
$133K ﹤0.01%
4,565
-13,047
1405
$133K ﹤0.01%
1,600
+437
1406
$133K ﹤0.01%
6,811
1407
$132K ﹤0.01%
1,083
+109
1408
$132K ﹤0.01%
1,159
+273
1409
$132K ﹤0.01%
4,935
-964
1410
$132K ﹤0.01%
17,592
-6,471
1411
$131K ﹤0.01%
4,428
+4,098
1412
$131K ﹤0.01%
12,861
+1,041
1413
$130K ﹤0.01%
1,614
+1,382
1414
$130K ﹤0.01%
1,626
+3
1415
$129K ﹤0.01%
15,239
-5,941
1416
$129K ﹤0.01%
530
-222
1417
$129K ﹤0.01%
2,561
1418
$128K ﹤0.01%
3,248
+2,234
1419
$128K ﹤0.01%
2,177
+344
1420
$128K ﹤0.01%
382
-50
1421
$128K ﹤0.01%
5,928
-79
1422
$127K ﹤0.01%
2,931
+285
1423
$127K ﹤0.01%
2,385
-11,166
1424
$127K ﹤0.01%
4,091
+1,732
1425
$126K ﹤0.01%
755
-245
55 56
57
58 59