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
1876
$51.6K ﹤0.01%
1,185
1877
$51.6K ﹤0.01%
+822
1878
$51.5K ﹤0.01%
706
+3
1879
$51.4K ﹤0.01%
+2,541
1880
$51.3K ﹤0.01%
902
+305
1881
$51.2K ﹤0.01%
1,125
-13
1882
$51.2K ﹤0.01%
1,334
+7
1883
$51.1K ﹤0.01%
777
-137
1884
$51K ﹤0.01%
15,705
+66
1885
$51K ﹤0.01%
1,106
+820
1886
$51K ﹤0.01%
+440
1887
$50.9K ﹤0.01%
525
-11
1888
$50.9K ﹤0.01%
+948
1889
$50.8K ﹤0.01%
297
-43
1890
$50.8K ﹤0.01%
1,652
1891
$50.7K ﹤0.01%
5,974
-2,413
1892
$50.2K ﹤0.01%
500
1893
$50.1K ﹤0.01%
2,488
+405
1894
$50.1K ﹤0.01%
+1,979
1895
$49.8K ﹤0.01%
1,860
1896
$49.8K ﹤0.01%
1,112
-832
1897
$49.8K ﹤0.01%
520
+387
1898
$49.7K ﹤0.01%
269
-76
1899
$49.7K ﹤0.01%
2,321
+101
1900
$49.7K ﹤0.01%
619
+409
74 75
76
77 78