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
1776
$63.3K ﹤0.01%
3,001
-53
1777
$63.2K ﹤0.01%
483
+439
1778
$63.1K ﹤0.01%
4,099
+337
1779
$63K ﹤0.01%
1,204
+78
1780
$62.9K ﹤0.01%
2,645
+1,713
1781
$62.8K ﹤0.01%
1,163
-2,241
1782
$62.7K ﹤0.01%
1,909
+187
1783
$62.7K ﹤0.01%
713
+695
1784
$62.6K ﹤0.01%
698
+486
1785
$62.5K ﹤0.01%
15,316
+1,292
1786
$62.5K ﹤0.01%
1,167
+810
1787
$62.4K ﹤0.01%
2,478
-230
1788
$62.2K ﹤0.01%
726
-185
1789
$62K ﹤0.01%
+1,682
1790
$62K ﹤0.01%
2,685
+927
1791
$61.9K ﹤0.01%
4,287
+1,906
1792
$61.9K ﹤0.01%
3,146
+563
1793
$61.6K ﹤0.01%
1,398
+1,001
1794
$61.6K ﹤0.01%
241
1795
$61.4K ﹤0.01%
499
-159
1796
$61.1K ﹤0.01%
5,826
1797
$61K ﹤0.01%
1,362
1798
$61K ﹤0.01%
801
+530
1799
$61K ﹤0.01%
2,252
+365
1800
$60.9K ﹤0.01%
1,231
+52
70 71
72
73 74