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
1976
$42.9K ﹤0.01%
885
1977
$42.9K ﹤0.01%
272
+15
1978
$42.5K ﹤0.01%
1,139
+4
1979
$42.3K ﹤0.01%
1,487
-14,296
1980
$42.3K ﹤0.01%
4,046
+835
1981
$42.1K ﹤0.01%
836
+477
1982
$42K ﹤0.01%
793
-238
1983
$41.8K ﹤0.01%
1,096
+827
1984
$41.8K ﹤0.01%
748
-38
1985
$41.7K ﹤0.01%
2,617
+2,390
1986
$41.7K ﹤0.01%
1,610
+140
1987
$41.5K ﹤0.01%
+300
1988
$41.1K ﹤0.01%
2,554
+601
1989
$41.1K ﹤0.01%
1,423
+17
1990
$41.1K ﹤0.01%
+6,000
1991
$41K ﹤0.01%
850
-96
1992
$41K ﹤0.01%
709
+684
1993
$40.9K ﹤0.01%
1,033
-25
1994
$40.9K ﹤0.01%
+3,301
1995
$40.8K ﹤0.01%
315
+106
1996
$40.8K ﹤0.01%
160
1997
$40.8K ﹤0.01%
895
+1
1998
$40.8K ﹤0.01%
183
+87
1999
$40.6K ﹤0.01%
1,862
+1,085
2000
$40.5K ﹤0.01%
1,400
-2,169
78 79
80
81 82