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
1551
$98.8K ﹤0.01%
1,084
+153
1552
$98.8K ﹤0.01%
593
+110
1553
$98.4K ﹤0.01%
12,397
+9,747
1554
$98.2K ﹤0.01%
744
+313
1555
$97.8K ﹤0.01%
4,066
-408
1556
$97.4K ﹤0.01%
8,227
-774
1557
$97.3K ﹤0.01%
3,245
+2,657
1558
$97.2K ﹤0.01%
1,823
+588
1559
$96.7K ﹤0.01%
1,917
+15
1560
$96.3K ﹤0.01%
3,545
+26
1561
$96K ﹤0.01%
1,442
+635
1562
$95.8K ﹤0.01%
1,483
-1,489
1563
$95.8K ﹤0.01%
1,210
+360
1564
$95.1K ﹤0.01%
1,677
+505
1565
$95.1K ﹤0.01%
11,055
+20
1566
$94.8K ﹤0.01%
2,870
+87
1567
$94.7K ﹤0.01%
4,654
1568
$94.5K ﹤0.01%
8,651
+8,451
1569
$94.4K ﹤0.01%
1,550
+1,280
1570
$94.4K ﹤0.01%
1,948
+1,608
1571
$94.1K ﹤0.01%
3,409
+1,496
1572
$94K ﹤0.01%
2,809
+787
1573
$94K ﹤0.01%
831
+722
1574
$94K ﹤0.01%
+9,079
1575
$93.9K ﹤0.01%
1,504
+1
61 62
63
64 65