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
1801
$60.8K ﹤0.01%
2,250
+2
1802
$60.7K ﹤0.01%
1,258
+869
1803
$60.6K ﹤0.01%
1,160
-47
1804
$60.6K ﹤0.01%
2,594
1805
$60.4K ﹤0.01%
1,034
+369
1806
$60.4K ﹤0.01%
659
+64
1807
$60.3K ﹤0.01%
653
-648
1808
$60K ﹤0.01%
1,824
-449
1809
$59.9K ﹤0.01%
3,293
+178
1810
$59.9K ﹤0.01%
743
+524
1811
$59.7K ﹤0.01%
+2,308
1812
$59.5K ﹤0.01%
1,527
-46
1813
$58.9K ﹤0.01%
163
+148
1814
$58.7K ﹤0.01%
4,525
+4,524
1815
$58.7K ﹤0.01%
1,499
+856
1816
$58.7K ﹤0.01%
+570
1817
$58.6K ﹤0.01%
666
-528
1818
$58.6K ﹤0.01%
1,502
-56
1819
$58.4K ﹤0.01%
3,065
-262
1820
$58.1K ﹤0.01%
3,500
-3,271
1821
$58K ﹤0.01%
7,073
-8,015
1822
$58K ﹤0.01%
1,136
-430
1823
$57.9K ﹤0.01%
215
+201
1824
$57.8K ﹤0.01%
760
+76
1825
$57.6K ﹤0.01%
2,684
+300
71 72
73
74 75