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
2301
$23.7K ﹤0.01%
+777
2302
$23.7K ﹤0.01%
942
+160
2303
$23.6K ﹤0.01%
+1,659
2304
$23.6K ﹤0.01%
1,372
2305
$23.6K ﹤0.01%
314
-24
2306
$23.6K ﹤0.01%
367
+171
2307
$23.5K ﹤0.01%
1,962
+149
2308
$23.5K ﹤0.01%
576
-480
2309
$23.5K ﹤0.01%
+688
2310
$23.5K ﹤0.01%
+1,727
2311
$23.4K ﹤0.01%
386
+351
2312
$23.4K ﹤0.01%
974
2313
$23.3K ﹤0.01%
775
+406
2314
$23.3K ﹤0.01%
593
+14
2315
$23.3K ﹤0.01%
225
+14
2316
$23.3K ﹤0.01%
801
+17
2317
$23.3K ﹤0.01%
526
-193
2318
$23.2K ﹤0.01%
3,000
2319
$23.1K ﹤0.01%
3,100
2320
$23K ﹤0.01%
523
-67
2321
$23K ﹤0.01%
+3,138
2322
$22.9K ﹤0.01%
840
2323
$22.8K ﹤0.01%
+6,024
2324
$22.8K ﹤0.01%
+878
2325
$22.7K ﹤0.01%
987
+825
91 92
93
94 95