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
2226
$27K ﹤0.01%
220
-55
2227
$27K ﹤0.01%
624
+450
2228
$26.8K ﹤0.01%
5,138
+49
2229
$26.8K ﹤0.01%
1,400
2230
$26.7K ﹤0.01%
500
+200
2231
$26.7K ﹤0.01%
+703
2232
$26.6K ﹤0.01%
1,020
-3
2233
$26.6K ﹤0.01%
659
+21
2234
$26.6K ﹤0.01%
+424
2235
$26.5K ﹤0.01%
1,383
+703
2236
$26.5K ﹤0.01%
291
+263
2237
$26.5K ﹤0.01%
540
2238
$26.4K ﹤0.01%
555
2239
$26.4K ﹤0.01%
1,231
-150
2240
$26.4K ﹤0.01%
428
+208
2241
$26.4K ﹤0.01%
+796
2242
$26.4K ﹤0.01%
552
2243
$26.2K ﹤0.01%
661
-6
2244
$26.2K ﹤0.01%
328
-10
2245
$26.2K ﹤0.01%
968
2246
$26.2K ﹤0.01%
177
-8
2247
$26.1K ﹤0.01%
261
+98
2248
$26.1K ﹤0.01%
553
-447
2249
$26.1K ﹤0.01%
969
+739
2250
$26.1K ﹤0.01%
1,976
88 89
90
91 92