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
2176
$28.8K ﹤0.01%
639
+565
2177
$28.7K ﹤0.01%
+778
2178
$28.6K ﹤0.01%
423
-4
2179
$28.6K ﹤0.01%
286
-85
2180
$28.6K ﹤0.01%
108
-5
2181
$28.6K ﹤0.01%
189
+161
2182
$28.5K ﹤0.01%
630
+432
2183
$28.5K ﹤0.01%
+758
2184
$28.5K ﹤0.01%
261
+11
2185
$28.4K ﹤0.01%
175
2186
$28.4K ﹤0.01%
2,209
+477
2187
$28.3K ﹤0.01%
298
+155
2188
$28.3K ﹤0.01%
1,340
+272
2189
$28.3K ﹤0.01%
901
+665
2190
$28.3K ﹤0.01%
1,756
2191
$28.3K ﹤0.01%
+3,600
2192
$28.2K ﹤0.01%
+1,065
2193
$28.2K ﹤0.01%
487
-5
2194
$28.2K ﹤0.01%
938
-63
2195
$28.1K ﹤0.01%
2,010
+348
2196
$28.1K ﹤0.01%
+755
2197
$28.1K ﹤0.01%
307
+53
2198
$28K ﹤0.01%
915
+301
2199
$28K ﹤0.01%
1,450
-446
2200
$27.9K ﹤0.01%
1,094
-115
86 87
88
89 90