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
2151
$30.6K ﹤0.01%
796
2152
$30.6K ﹤0.01%
1,339
-254
2153
$30.5K ﹤0.01%
976
+83
2154
$30.2K ﹤0.01%
1,000
2155
$30.2K ﹤0.01%
+878
2156
$30.2K ﹤0.01%
317
+154
2157
$30.2K ﹤0.01%
550
-28
2158
$29.9K ﹤0.01%
+1,800
2159
$29.8K ﹤0.01%
382
+313
2160
$29.7K ﹤0.01%
1,423
-40
2161
$29.7K ﹤0.01%
405
+240
2162
$29.7K ﹤0.01%
471
+469
2163
$29.7K ﹤0.01%
265
2164
$29.7K ﹤0.01%
2,290
+1,444
2165
$29.6K ﹤0.01%
1,285
-1,438
2166
$29.6K ﹤0.01%
365
2167
$29.4K ﹤0.01%
290
+75
2168
$29.3K ﹤0.01%
+600
2169
$29.3K ﹤0.01%
431
+211
2170
$29.2K ﹤0.01%
1,363
+1,000
2171
$29.2K ﹤0.01%
709
2172
$29.1K ﹤0.01%
971
+791
2173
$29K ﹤0.01%
657
+88
2174
$28.9K ﹤0.01%
+750
2175
$28.8K ﹤0.01%
279
+240
85 86
87
88 89