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
1601
$89.6K ﹤0.01%
4,325
-107
1602
$89.3K ﹤0.01%
2,870
-598
1603
$89.3K ﹤0.01%
878
+789
1604
$89.1K ﹤0.01%
1,966
-976
1605
$88.9K ﹤0.01%
763
+344
1606
$88.4K ﹤0.01%
459
-278
1607
$88.4K ﹤0.01%
2,575
+575
1608
$88K ﹤0.01%
694
1609
$87.8K ﹤0.01%
37,665
1610
$86.9K ﹤0.01%
3,832
+1,002
1611
$86.9K ﹤0.01%
1,496
1612
$86.7K ﹤0.01%
2,817
+1,301
1613
$86.6K ﹤0.01%
577
-101
1614
$86.2K ﹤0.01%
3,340
+3,301
1615
$86.1K ﹤0.01%
813
+75
1616
$86K ﹤0.01%
1,397
+1,381
1617
$86K ﹤0.01%
492
+1
1618
$86K ﹤0.01%
+3,288
1619
$86K ﹤0.01%
3,520
1620
$85.6K ﹤0.01%
1,440
1621
$85.5K ﹤0.01%
1,669
+65
1622
$85.3K ﹤0.01%
2,177
-530
1623
$85.2K ﹤0.01%
7,169
-1,140
1624
$85.2K ﹤0.01%
5,876
+3,176
1625
$84.8K ﹤0.01%
2,363
63 64
65
66 67