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
2276
$24.7K ﹤0.01%
284
-57
2277
$24.7K ﹤0.01%
365
+117
2278
$24.6K ﹤0.01%
352
+156
2279
$24.5K ﹤0.01%
126
-136
2280
$24.5K ﹤0.01%
463
-34
2281
$24.5K ﹤0.01%
1,000
2282
$24.5K ﹤0.01%
+679
2283
$24.3K ﹤0.01%
834
+349
2284
$24.3K ﹤0.01%
512
-78
2285
$24.3K ﹤0.01%
173
+123
2286
$24.2K ﹤0.01%
895
+148
2287
$24.2K ﹤0.01%
2,006
+8
2288
$24.2K ﹤0.01%
1,431
+82
2289
$24.2K ﹤0.01%
+686
2290
$24.2K ﹤0.01%
2,400
-2,815
2291
$24.1K ﹤0.01%
555
-191
2292
$24.1K ﹤0.01%
350
2293
$24.1K ﹤0.01%
517
+350
2294
$24K ﹤0.01%
876
+845
2295
$24K ﹤0.01%
1,596
+984
2296
$24K ﹤0.01%
1,250
2297
$23.9K ﹤0.01%
+774
2298
$23.8K ﹤0.01%
796
+445
2299
$23.8K ﹤0.01%
695
-32
2300
$23.8K ﹤0.01%
10,573
+654
90 91
92
93 94