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
1726
$68.5K ﹤0.01%
1,718
+135
1727
$68.3K ﹤0.01%
620
+374
1728
$68.3K ﹤0.01%
1,367
+1,276
1729
$68.2K ﹤0.01%
+2,815
1730
$68.2K ﹤0.01%
1,007
-10
1731
$68.2K ﹤0.01%
918
+900
1732
$68.1K ﹤0.01%
2,243
+1,906
1733
$68.1K ﹤0.01%
6,382
1734
$68K ﹤0.01%
604
-150
1735
$67.9K ﹤0.01%
5,016
+4,718
1736
$67.9K ﹤0.01%
1,067
+1,014
1737
$67.8K ﹤0.01%
1,102
-165
1738
$67.8K ﹤0.01%
2,184
1739
$67.5K ﹤0.01%
1,794
+54
1740
$67.3K ﹤0.01%
4,186
+76
1741
$67.1K ﹤0.01%
1,920
+1,561
1742
$67.1K ﹤0.01%
4,000
1743
$67K ﹤0.01%
1,183
-308
1744
$66.9K ﹤0.01%
1,554
+1,385
1745
$66.8K ﹤0.01%
9,847
+955
1746
$66.7K ﹤0.01%
4,304
+98
1747
$66.7K ﹤0.01%
783
-202
1748
$66.6K ﹤0.01%
992
+431
1749
$66.6K ﹤0.01%
1,623
-312
1750
$66.4K ﹤0.01%
658
-114
68 69
70
71 72