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
2076
$35.6K ﹤0.01%
+3,867
2077
$35.5K ﹤0.01%
470
2078
$35.4K ﹤0.01%
381
+22
2079
$35.3K ﹤0.01%
863
+614
2080
$35.3K ﹤0.01%
1,525
2081
$35.2K ﹤0.01%
2,169
+1,862
2082
$35.1K ﹤0.01%
2,670
+123
2083
$35.1K ﹤0.01%
1,159
+4
2084
$34.9K ﹤0.01%
974
-73
2085
$34.8K ﹤0.01%
4,358
+470
2086
$34.8K ﹤0.01%
252
2087
$34.8K ﹤0.01%
4,980
+2,859
2088
$34.7K ﹤0.01%
4,493
+4,443
2089
$34.7K ﹤0.01%
1,800
+1,745
2090
$34.6K ﹤0.01%
462
+456
2091
$34.5K ﹤0.01%
1,903
+1,226
2092
$34.5K ﹤0.01%
1,877
+1,858
2093
$34.5K ﹤0.01%
206
+116
2094
$34.5K ﹤0.01%
218
-246
2095
$34.4K ﹤0.01%
199
+1
2096
$34.3K ﹤0.01%
+504
2097
$34.1K ﹤0.01%
228
-28
2098
$34K ﹤0.01%
747
+160
2099
$34K ﹤0.01%
965
-381
2100
$33.9K ﹤0.01%
3,869
+2,836
82 83
84
85 86