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
2351
$21.6K ﹤0.01%
96
-1
2352
$21.5K ﹤0.01%
233
+155
2353
$21.5K ﹤0.01%
90
+16
2354
$21.4K ﹤0.01%
651
+131
2355
$21.4K ﹤0.01%
196
-55
2356
$21.4K ﹤0.01%
287
-613
2357
$21.4K ﹤0.01%
154
-156
2358
$21.3K ﹤0.01%
2,244
-589
2359
$21.2K ﹤0.01%
1,026
2360
$21.2K ﹤0.01%
562
+359
2361
$21.2K ﹤0.01%
+350
2362
$21.2K ﹤0.01%
1,144
+245
2363
$21.1K ﹤0.01%
+950
2364
$21K ﹤0.01%
425
-19
2365
$20.9K ﹤0.01%
2,144
-375
2366
$20.8K ﹤0.01%
976
+41
2367
$20.8K ﹤0.01%
668
+31
2368
$20.8K ﹤0.01%
1,168
2369
$20.7K ﹤0.01%
815
2370
$20.7K ﹤0.01%
702
+430
2371
$20.6K ﹤0.01%
63
-3
2372
$20.6K ﹤0.01%
1,422
+810
2373
$20.6K ﹤0.01%
522
+111
2374
$20.5K ﹤0.01%
2,760
+1,960
2375
$20.4K ﹤0.01%
558
-2,508
93 94
95
96 97