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
1951
$44.9K ﹤0.01%
1,440
1952
$44.9K ﹤0.01%
387
+252
1953
$44.7K ﹤0.01%
1,053
+941
1954
$44.6K ﹤0.01%
348
-1,189
1955
$44.5K ﹤0.01%
1,928
-535
1956
$44.5K ﹤0.01%
+1,889
1957
$44.3K ﹤0.01%
1,097
1958
$44.3K ﹤0.01%
4,250
+2,392
1959
$44.3K ﹤0.01%
16
1960
$44.2K ﹤0.01%
1,539
+419
1961
$44.2K ﹤0.01%
633
-205
1962
$44K ﹤0.01%
1,825
+13
1963
$44K ﹤0.01%
705
+40
1964
$44K ﹤0.01%
396
-125
1965
$43.8K ﹤0.01%
679
-180
1966
$43.8K ﹤0.01%
272
+168
1967
$43.7K ﹤0.01%
492
-570
1968
$43.7K ﹤0.01%
227
+217
1969
$43.4K ﹤0.01%
1,356
-583
1970
$43.4K ﹤0.01%
+3,547
1971
$43.3K ﹤0.01%
337
-106
1972
$43.3K ﹤0.01%
6
1973
$43.1K ﹤0.01%
973
+525
1974
$43K ﹤0.01%
600
-116
1975
$43K ﹤0.01%
254
+29
77 78
79
80 81