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
1701
$70.6K ﹤0.01%
1,521
+1,462
1702
$70.5K ﹤0.01%
5,599
+3,659
1703
$70.4K ﹤0.01%
6,327
+6,200
1704
$70.3K ﹤0.01%
24,423
1705
$70.3K ﹤0.01%
12,594
+434
1706
$70.1K ﹤0.01%
4,340
+280
1707
$69.8K ﹤0.01%
1,404
1708
$69.8K ﹤0.01%
+5,850
1709
$69.8K ﹤0.01%
1,220
+1,188
1710
$69.7K ﹤0.01%
1,405
+572
1711
$69.6K ﹤0.01%
2,720
+775
1712
$69.6K ﹤0.01%
4,809
-2,497
1713
$69.4K ﹤0.01%
6,000
1714
$69.3K ﹤0.01%
6,000
1715
$69.3K ﹤0.01%
2,903
+318
1716
$69.2K ﹤0.01%
1,316
+1,062
1717
$69.2K ﹤0.01%
3,266
-650
1718
$69.1K ﹤0.01%
663
+184
1719
$69K ﹤0.01%
2,462
+2,250
1720
$68.9K ﹤0.01%
2,240
+2
1721
$68.8K ﹤0.01%
4,620
+1,045
1722
$68.7K ﹤0.01%
470
+1
1723
$68.7K ﹤0.01%
2,481
+1
1724
$68.7K ﹤0.01%
3,817
+3,571
1725
$68.6K ﹤0.01%
490
-2
67 68
69
70 71