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
2326
$22.6K ﹤0.01%
146
-16
2327
$22.6K ﹤0.01%
1,475
+1,350
2328
$22.6K ﹤0.01%
500
-567
2329
$22.5K ﹤0.01%
+527
2330
$22.5K ﹤0.01%
+809
2331
$22.5K ﹤0.01%
1,412
+421
2332
$22.5K ﹤0.01%
347
-20
2333
$22.4K ﹤0.01%
+915
2334
$22.4K ﹤0.01%
298
+178
2335
$22.3K ﹤0.01%
1,400
+333
2336
$22.2K ﹤0.01%
668
+56
2337
$22.2K ﹤0.01%
1,046
+23
2338
$22.2K ﹤0.01%
253
+34
2339
$22.1K ﹤0.01%
515
+127
2340
$22.1K ﹤0.01%
241
+72
2341
$22.1K ﹤0.01%
365
2342
$22.1K ﹤0.01%
785
-10
2343
$22.1K ﹤0.01%
390
+236
2344
$22.1K ﹤0.01%
126
-368
2345
$22.1K ﹤0.01%
306
+17
2346
$22.1K ﹤0.01%
435
-56
2347
$22K ﹤0.01%
1,393
+196
2348
$21.9K ﹤0.01%
2,315
2349
$21.7K ﹤0.01%
137
+92
2350
$21.6K ﹤0.01%
+403
92 93
94
95 96