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
1526
$104K ﹤0.01%
3,580
1527
$103K ﹤0.01%
2,664
+1,317
1528
$103K ﹤0.01%
2,971
1529
$103K ﹤0.01%
2,305
-7,409
1530
$103K ﹤0.01%
41,920
+17,586
1531
$103K ﹤0.01%
1,334
+681
1532
$103K ﹤0.01%
4,254
+2,345
1533
$103K ﹤0.01%
6,740
+148
1534
$103K ﹤0.01%
786
+331
1535
$103K ﹤0.01%
89
+25
1536
$103K ﹤0.01%
6,000
1537
$103K ﹤0.01%
1,350
1538
$102K ﹤0.01%
1,830
+130
1539
$102K ﹤0.01%
1,141
+440
1540
$102K ﹤0.01%
3,420
-51,960
1541
$101K ﹤0.01%
+2,415
1542
$101K ﹤0.01%
3,915
+732
1543
$101K ﹤0.01%
1,806
+991
1544
$100K ﹤0.01%
1,871
+1,463
1545
$100K ﹤0.01%
2,860
-688
1546
$100K ﹤0.01%
1,647
+1,125
1547
$99.7K ﹤0.01%
+2,080
1548
$99.2K ﹤0.01%
3,977
+1,559
1549
$98.9K ﹤0.01%
+3,688
1550
$98.8K ﹤0.01%
2,072
+455
60 61
62
63 64