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
1751
$66.4K ﹤0.01%
1,324
+114
1752
$66.4K ﹤0.01%
633
-133
1753
$66.3K ﹤0.01%
1,605
+308
1754
$66.3K ﹤0.01%
5,248
+3,732
1755
$65.7K ﹤0.01%
1,200
+499
1756
$65.6K ﹤0.01%
1,502
-543
1757
$65.6K ﹤0.01%
3,299
-2,328
1758
$65.5K ﹤0.01%
666
+2
1759
$65.5K ﹤0.01%
1,660
+801
1760
$65.4K ﹤0.01%
10,209
+1,509
1761
$65.4K ﹤0.01%
1,810
+166
1762
$65.4K ﹤0.01%
1,120
+90
1763
$64.9K ﹤0.01%
2,000
1764
$64.7K ﹤0.01%
368
-13
1765
$64.7K ﹤0.01%
394
-588
1766
$64.6K ﹤0.01%
1,995
+1,715
1767
$64.4K ﹤0.01%
1,804
-705
1768
$64.4K ﹤0.01%
1,408
-35
1769
$64K ﹤0.01%
2,852
-79
1770
$63.9K ﹤0.01%
933
1771
$63.9K ﹤0.01%
3,600
1772
$63.8K ﹤0.01%
976
+591
1773
$63.8K ﹤0.01%
3,410
+1,907
1774
$63.6K ﹤0.01%
+1,395
1775
$63.3K ﹤0.01%
3,547
+284
69 70
71
72 73