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
1651
$80.5K ﹤0.01%
2,653
+423
1652
$80.2K ﹤0.01%
3,742
+1,790
1653
$79.9K ﹤0.01%
940
+438
1654
$79.9K ﹤0.01%
369
+101
1655
$79.7K ﹤0.01%
1,431
+333
1656
$79.6K ﹤0.01%
1,284
+854
1657
$79.1K ﹤0.01%
3,974
-96
1658
$78.6K ﹤0.01%
803
-60
1659
$78.6K ﹤0.01%
1,686
+31
1660
$78.5K ﹤0.01%
3,576
1661
$78.3K ﹤0.01%
36,596
+11,983
1662
$78.1K ﹤0.01%
379
-186
1663
$78.1K ﹤0.01%
3,837
1664
$77.7K ﹤0.01%
2,825
+51
1665
$77.6K ﹤0.01%
402
+395
1666
$77.6K ﹤0.01%
4,545
-967
1667
$77.3K ﹤0.01%
1,474
+500
1668
$77.1K ﹤0.01%
4,116
+350
1669
$77K ﹤0.01%
3,073
+1,753
1670
$76.6K ﹤0.01%
63
+56
1671
$76.2K ﹤0.01%
1,895
-59
1672
$75.7K ﹤0.01%
6,643
+6,550
1673
$75.7K ﹤0.01%
661
-142
1674
$75.5K ﹤0.01%
1,797
+1,468
1675
$75.5K ﹤0.01%
2,144
65 66
67
68 69