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
2101
$33.9K ﹤0.01%
1,461
+1,295
2102
$33.9K ﹤0.01%
1,293
-2
2103
$33.8K ﹤0.01%
2,917
+617
2104
$33.7K ﹤0.01%
1,577
2105
$33.6K ﹤0.01%
3,204
-11
2106
$33.6K ﹤0.01%
2,381
+627
2107
$33.5K ﹤0.01%
261
-18
2108
$33.4K ﹤0.01%
2,321
+971
2109
$33.3K ﹤0.01%
+910
2110
$33.3K ﹤0.01%
967
+850
2111
$33.3K ﹤0.01%
1,300
+1,288
2112
$33.3K ﹤0.01%
850
+150
2113
$33.2K ﹤0.01%
462
+422
2114
$33.2K ﹤0.01%
15,893
2115
$33.2K ﹤0.01%
4,471
-963
2116
$33K ﹤0.01%
216
+122
2117
$33K ﹤0.01%
968
+859
2118
$32.9K ﹤0.01%
878
-137
2119
$32.7K ﹤0.01%
1,016
-932
2120
$32.6K ﹤0.01%
419
+117
2121
$32.6K ﹤0.01%
223
+69
2122
$32.6K ﹤0.01%
1,563
-772
2123
$32.5K ﹤0.01%
786
2124
$32.4K ﹤0.01%
295
-1
2125
$32.3K ﹤0.01%
104
-18
83 84
85
86 87