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
1926
$46.9K ﹤0.01%
3,151
+2,660
1927
$46.6K ﹤0.01%
830
-1,394
1928
$46.5K ﹤0.01%
7,875
+2,606
1929
$46.5K ﹤0.01%
237
-22
1930
$46.5K ﹤0.01%
597
+537
1931
$46.4K ﹤0.01%
1,008
+553
1932
$46.4K ﹤0.01%
994
-460
1933
$46.4K ﹤0.01%
440
-343
1934
$46.2K ﹤0.01%
459
+240
1935
$46K ﹤0.01%
1,046
-126
1936
$45.9K ﹤0.01%
404
+34
1937
$45.8K ﹤0.01%
509
-6
1938
$45.8K ﹤0.01%
847
-1,102
1939
$45.8K ﹤0.01%
150
-29
1940
$45.7K ﹤0.01%
450
1941
$45.7K ﹤0.01%
487
-14
1942
$45.7K ﹤0.01%
1,352
+1,351
1943
$45.6K ﹤0.01%
253
-3,181
1944
$45.6K ﹤0.01%
846
+174
1945
$45.4K ﹤0.01%
+1,498
1946
$45.2K ﹤0.01%
6,360
1947
$45.2K ﹤0.01%
191
-215
1948
$45.1K ﹤0.01%
1,421
1949
$45K ﹤0.01%
1,858
-130
1950
$44.9K ﹤0.01%
+8,400
76 77
78
79 80