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
1451
$119K ﹤0.01%
2,043
-113
1452
$119K ﹤0.01%
1,649
-232
1453
$119K ﹤0.01%
1,534
+501
1454
$119K ﹤0.01%
356
-5
1455
$119K ﹤0.01%
3,637
+3,522
1456
$118K ﹤0.01%
5,784
-224
1457
$118K ﹤0.01%
2,041
+1,274
1458
$117K ﹤0.01%
4,826
+3,371
1459
$117K ﹤0.01%
884
+724
1460
$116K ﹤0.01%
1,640
-370
1461
$116K ﹤0.01%
15,442
-5,000
1462
$116K ﹤0.01%
1,049
1463
$116K ﹤0.01%
3,709
+1,130
1464
$116K ﹤0.01%
579
+110
1465
$116K ﹤0.01%
2,016
1466
$116K ﹤0.01%
+621
1467
$116K ﹤0.01%
401
+40
1468
$115K ﹤0.01%
3,883
-44
1469
$115K ﹤0.01%
546
-7
1470
$114K ﹤0.01%
2,222
-590
1471
$114K ﹤0.01%
2,466
+2,147
1472
$114K ﹤0.01%
+2,444
1473
$114K ﹤0.01%
3,826
1474
$114K ﹤0.01%
2,682
+546
1475
$114K ﹤0.01%
2,238
+126
57 58
59
60 61