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
1676
$75.5K ﹤0.01%
2,815
+947
1677
$75.4K ﹤0.01%
3,980
-563
1678
$75.1K ﹤0.01%
2,876
-3,343
1679
$75.1K ﹤0.01%
467
+137
1680
$75K ﹤0.01%
11,333
-2,163
1681
$74.6K ﹤0.01%
157
+61
1682
$74.3K ﹤0.01%
944
-2
1683
$74.3K ﹤0.01%
1,304
-249
1684
$74.1K ﹤0.01%
1,451
+19
1685
$73.6K ﹤0.01%
2,750
+250
1686
$73.4K ﹤0.01%
686
+193
1687
$73.1K ﹤0.01%
16,101
+1,800
1688
$73.1K ﹤0.01%
1,194
-1,200
1689
$72.7K ﹤0.01%
4,660
+768
1690
$72.7K ﹤0.01%
1,245
-120
1691
$72.6K ﹤0.01%
1,424
-554
1692
$72.2K ﹤0.01%
5,187
+1,000
1693
$72K ﹤0.01%
2,718
+980
1694
$71.9K ﹤0.01%
5,044
+563
1695
$71.8K ﹤0.01%
1,231
+226
1696
$71.8K ﹤0.01%
295
+253
1697
$71.1K ﹤0.01%
+5,282
1698
$70.7K ﹤0.01%
+11,228
1699
$70.6K ﹤0.01%
2,930
-342
1700
$70.6K ﹤0.01%
2,408
-4,104
66 67
68
69 70