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
1476
$114K ﹤0.01%
20,908
-221
1477
$113K ﹤0.01%
1,277
+714
1478
$113K ﹤0.01%
5,051
-4,205
1479
$113K ﹤0.01%
1,835
+335
1480
$113K ﹤0.01%
1,521
+25
1481
$113K ﹤0.01%
3,097
+216
1482
$113K ﹤0.01%
6,128
1483
$112K ﹤0.01%
1,826
+528
1484
$112K ﹤0.01%
4,391
+375
1485
$112K ﹤0.01%
3,748
+12
1486
$111K ﹤0.01%
4,366
+629
1487
$111K ﹤0.01%
860
+66
1488
$111K ﹤0.01%
1,215
-53
1489
$111K ﹤0.01%
1,169
+836
1490
$111K ﹤0.01%
2,317
+76
1491
$111K ﹤0.01%
12,786
1492
$110K ﹤0.01%
4,645
-60
1493
$110K ﹤0.01%
1,445
-41
1494
$110K ﹤0.01%
4,492
-77,531
1495
$110K ﹤0.01%
7,118
+3,105
1496
$110K ﹤0.01%
2,299
+1,005
1497
$110K ﹤0.01%
309
-138
1498
$109K ﹤0.01%
4,418
+127
1499
$109K ﹤0.01%
4,118
-387
1500
$109K ﹤0.01%
3,688
-321
58 59
60
61 62