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
1626
$84.7K ﹤0.01%
6,212
1627
$84.7K ﹤0.01%
13,863
+10,492
1628
$84.4K ﹤0.01%
1,552
1629
$83.8K ﹤0.01%
2,197
-832
1630
$83.7K ﹤0.01%
475
+62
1631
$83.5K ﹤0.01%
2,299
+1,038
1632
$83.2K ﹤0.01%
628
+98
1633
$83.1K ﹤0.01%
526
+41
1634
$83K ﹤0.01%
796
+139
1635
$82.6K ﹤0.01%
3,810
-557
1636
$82.2K ﹤0.01%
1,321
+243
1637
$82.2K ﹤0.01%
2,773
+2,753
1638
$82.2K ﹤0.01%
5,702
+84
1639
$82.2K ﹤0.01%
12,457
+11,290
1640
$82.2K ﹤0.01%
873
+34
1641
$82.1K ﹤0.01%
1,050
+40
1642
$82K ﹤0.01%
3,267
-400
1643
$82K ﹤0.01%
4,292
+1,901
1644
$82K ﹤0.01%
3,000
1645
$81.9K ﹤0.01%
1,670
+1,110
1646
$81.7K ﹤0.01%
498
+4
1647
$81.6K ﹤0.01%
4,507
1648
$81.2K ﹤0.01%
4,030
+187
1649
$81K ﹤0.01%
464
+451
1650
$80.7K ﹤0.01%
615
-541
64 65
66
67 68