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
1426
$126K ﹤0.01%
2,940
1427
$126K ﹤0.01%
4,683
-4,627
1428
$125K ﹤0.01%
2,521
+97
1429
$125K ﹤0.01%
+2,454
1430
$124K ﹤0.01%
4,854
+4,254
1431
$124K ﹤0.01%
3,915
-122
1432
$124K ﹤0.01%
+1,871
1433
$124K ﹤0.01%
4,067
+2,198
1434
$124K ﹤0.01%
1,282
-79
1435
$124K ﹤0.01%
1,275
1436
$123K ﹤0.01%
1,426
+1,204
1437
$123K ﹤0.01%
408
+1
1438
$122K ﹤0.01%
3,871
-30
1439
$122K ﹤0.01%
553
+16
1440
$122K ﹤0.01%
+2,203
1441
$121K ﹤0.01%
5,878
+2,461
1442
$121K ﹤0.01%
+1,489
1443
$121K ﹤0.01%
11,853
+1,720
1444
$121K ﹤0.01%
+1,987
1445
$121K ﹤0.01%
445
+382
1446
$120K ﹤0.01%
1,041
-379
1447
$120K ﹤0.01%
1,752
+98
1448
$120K ﹤0.01%
2,634
+649
1449
$119K ﹤0.01%
760
+60
1450
$119K ﹤0.01%
1,382
+53
56 57
58
59 60