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
2201
$27.9K ﹤0.01%
1,366
+243
2202
$27.9K ﹤0.01%
888
+165
2203
$27.9K ﹤0.01%
1,283
+458
2204
$27.8K ﹤0.01%
+903
2205
$27.7K ﹤0.01%
1,433
+1,266
2206
$27.6K ﹤0.01%
+2,457
2207
$27.6K ﹤0.01%
290
+182
2208
$27.6K ﹤0.01%
542
+450
2209
$27.5K ﹤0.01%
+2,290
2210
$27.5K ﹤0.01%
+790
2211
$27.5K ﹤0.01%
227
+202
2212
$27.4K ﹤0.01%
+1,049
2213
$27.4K ﹤0.01%
663
-527
2214
$27.4K ﹤0.01%
127
-5
2215
$27.4K ﹤0.01%
737
+536
2216
$27.4K ﹤0.01%
204
2217
$27.3K ﹤0.01%
2,715
2218
$27.3K ﹤0.01%
+2,500
2219
$27.2K ﹤0.01%
269
+8
2220
$27.2K ﹤0.01%
+790
2221
$27.1K ﹤0.01%
910
-621
2222
$27.1K ﹤0.01%
530
+72
2223
$27.1K ﹤0.01%
+745
2224
$27.1K ﹤0.01%
1,291
+532
2225
$27K ﹤0.01%
413
87 88
89
90 91