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
1851
$54.3K ﹤0.01%
364
-345
1852
$54.2K ﹤0.01%
977
-597
1853
$54.1K ﹤0.01%
288
+34
1854
$54.1K ﹤0.01%
+370
1855
$54K ﹤0.01%
1,419
1856
$53.9K ﹤0.01%
+2,854
1857
$53.9K ﹤0.01%
4,714
+3
1858
$53.7K ﹤0.01%
369
+11
1859
$53.7K ﹤0.01%
679
+637
1860
$53.6K ﹤0.01%
+1,807
1861
$53.4K ﹤0.01%
787
+229
1862
$53.4K ﹤0.01%
2,526
+236
1863
$53.3K ﹤0.01%
518
+419
1864
$53.3K ﹤0.01%
566
+339
1865
$53.3K ﹤0.01%
1,225
+1,082
1866
$53.3K ﹤0.01%
+600
1867
$53.1K ﹤0.01%
820
+563
1868
$52.9K ﹤0.01%
2,723
+2,505
1869
$52.8K ﹤0.01%
2,954
+482
1870
$52.7K ﹤0.01%
3,315
+3,304
1871
$51.9K ﹤0.01%
1,011
+5
1872
$51.9K ﹤0.01%
841
1873
$51.8K ﹤0.01%
4,348
+1,839
1874
$51.8K ﹤0.01%
2,796
+577
1875
$51.7K ﹤0.01%
405
-282
73 74
75
76 77