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
2126
$32.3K ﹤0.01%
1,112
-283
2127
$32.3K ﹤0.01%
743
+169
2128
$32.3K ﹤0.01%
492
+115
2129
$32.2K ﹤0.01%
447
+1
2130
$32K ﹤0.01%
1,326
+1,050
2131
$32K ﹤0.01%
750
2132
$32K ﹤0.01%
251
-141
2133
$32K ﹤0.01%
859
+700
2134
$31.9K ﹤0.01%
658
+100
2135
$31.8K ﹤0.01%
+2,243
2136
$31.8K ﹤0.01%
4,110
2137
$31.7K ﹤0.01%
419
-303
2138
$31.7K ﹤0.01%
668
-129
2139
$31.4K ﹤0.01%
+1,185
2140
$31.4K ﹤0.01%
2,133
+1,957
2141
$31.3K ﹤0.01%
1,153
2142
$31.3K ﹤0.01%
526
+224
2143
$31.3K ﹤0.01%
411
+360
2144
$31.1K ﹤0.01%
1,309
-10
2145
$31.1K ﹤0.01%
+1,600
2146
$31K ﹤0.01%
490
-135
2147
$30.9K ﹤0.01%
8,120
+669
2148
$30.9K ﹤0.01%
854
-57
2149
$30.7K ﹤0.01%
428
2150
$30.7K ﹤0.01%
477
-150
84 85
86
87 88