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
1826
$57.6K ﹤0.01%
421
-39
1827
$57.2K ﹤0.01%
2,267
+15
1828
$57.1K ﹤0.01%
558
-48
1829
$57.1K ﹤0.01%
888
-237
1830
$56.7K ﹤0.01%
523
+391
1831
$56.5K ﹤0.01%
1,580
-295
1832
$56.5K ﹤0.01%
467
+429
1833
$56.3K ﹤0.01%
2,238
+69
1834
$56.2K ﹤0.01%
1,753
+410
1835
$56.2K ﹤0.01%
499
+39
1836
$56.1K ﹤0.01%
1,965
+407
1837
$56K ﹤0.01%
250
+115
1838
$55.9K ﹤0.01%
+1,267
1839
$55.9K ﹤0.01%
+5,405
1840
$55.9K ﹤0.01%
2,925
-627
1841
$55.7K ﹤0.01%
1,100
1842
$55.7K ﹤0.01%
972
-347
1843
$55.6K ﹤0.01%
1,313
-300
1844
$55.5K ﹤0.01%
309
-100
1845
$55.4K ﹤0.01%
3,813
+685
1846
$55.3K ﹤0.01%
211
+52
1847
$55.1K ﹤0.01%
517
-5
1848
$55.1K ﹤0.01%
250
+45
1849
$55K ﹤0.01%
941
1850
$54.5K ﹤0.01%
1,244
+773
72 73
74
75 76