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
1901
$49.6K ﹤0.01%
350
-76
1902
$49.5K ﹤0.01%
717
-139
1903
$49.5K ﹤0.01%
2,045
-196
1904
$49.4K ﹤0.01%
845
+514
1905
$49.4K ﹤0.01%
421
+378
1906
$49.3K ﹤0.01%
3,986
-655
1907
$49.2K ﹤0.01%
5,986
+1,698
1908
$48.9K ﹤0.01%
401
-1
1909
$48.8K ﹤0.01%
1,519
+727
1910
$48.7K ﹤0.01%
966
-23
1911
$48.6K ﹤0.01%
735
-102
1912
$48.5K ﹤0.01%
899
-2,728
1913
$48.4K ﹤0.01%
545
+434
1914
$48.3K ﹤0.01%
450
-25
1915
$48.3K ﹤0.01%
+1,510
1916
$48.2K ﹤0.01%
1,053
+1,007
1917
$48K ﹤0.01%
676
-278
1918
$48K ﹤0.01%
566
+199
1919
$48K ﹤0.01%
+1,810
1920
$47.9K ﹤0.01%
791
+262
1921
$47.8K ﹤0.01%
6,044
1922
$47.7K ﹤0.01%
1,046
-8,136
1923
$47.7K ﹤0.01%
529
+113
1924
$47.6K ﹤0.01%
298
-80
1925
$47.3K ﹤0.01%
478
+369
75 76
77
78 79