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
2251
$26.1K ﹤0.01%
448
-2
2252
$26K ﹤0.01%
96
+12
2253
$26K ﹤0.01%
+493
2254
$25.9K ﹤0.01%
592
-158
2255
$25.9K ﹤0.01%
+199
2256
$25.9K ﹤0.01%
+728
2257
$25.7K ﹤0.01%
581
2258
$25.7K ﹤0.01%
2,413
+2,389
2259
$25.6K ﹤0.01%
1,271
+657
2260
$25.5K ﹤0.01%
1,262
+558
2261
$25.5K ﹤0.01%
375
+84
2262
$25.5K ﹤0.01%
964
+600
2263
$25.3K ﹤0.01%
288
+31
2264
$25.2K ﹤0.01%
623
+589
2265
$25.2K ﹤0.01%
807
-197
2266
$25.1K ﹤0.01%
166
-22
2267
$25.1K ﹤0.01%
8,200
+77
2268
$25.1K ﹤0.01%
+726
2269
$25K ﹤0.01%
2,027
2270
$24.9K ﹤0.01%
+660
2271
$24.9K ﹤0.01%
+3,335
2272
$24.9K ﹤0.01%
722
+720
2273
$24.9K ﹤0.01%
987
+975
2274
$24.8K ﹤0.01%
485
-5
2275
$24.7K ﹤0.01%
2,668
+702
89 90
91
92 93