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
2051
$37.6K ﹤0.01%
+6,062
2052
$37.4K ﹤0.01%
2,000
+400
2053
$37.3K ﹤0.01%
989
+4
2054
$37.2K ﹤0.01%
2,657
+2,656
2055
$37.2K ﹤0.01%
2,983
+595
2056
$37K ﹤0.01%
976
+156
2057
$37K ﹤0.01%
677
2058
$36.9K ﹤0.01%
488
-32
2059
$36.9K ﹤0.01%
1,137
-2,480
2060
$36.8K ﹤0.01%
398
+13
2061
$36.8K ﹤0.01%
95
-7
2062
$36.7K ﹤0.01%
3,309
+1,167
2063
$36.6K ﹤0.01%
6,171
+100
2064
$36.6K ﹤0.01%
727
+516
2065
$36.5K ﹤0.01%
4,083
+3,868
2066
$36.5K ﹤0.01%
2,016
-3,539
2067
$36.5K ﹤0.01%
3,347
2068
$36.4K ﹤0.01%
2,863
+109
2069
$36.4K ﹤0.01%
7,801
+2,364
2070
$36.3K ﹤0.01%
64
-12
2071
$36.1K ﹤0.01%
+347
2072
$36K ﹤0.01%
111
+99
2073
$36K ﹤0.01%
468
2074
$35.7K ﹤0.01%
564
-2
2075
$35.6K ﹤0.01%
465
+380
81 82
83
84 85