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
2376
$20.4K ﹤0.01%
796
+70
2377
$20.4K ﹤0.01%
165
-3
2378
$20.4K ﹤0.01%
276
+139
2379
$20.3K ﹤0.01%
12,219
+370
2380
$20.3K ﹤0.01%
+1,076
2381
$20.3K ﹤0.01%
262
+210
2382
$20.2K ﹤0.01%
66,900
-3,600
2383
$20.2K ﹤0.01%
886
+493
2384
$20.2K ﹤0.01%
831
-886
2385
$20K ﹤0.01%
+504
2386
$20K ﹤0.01%
341
+248
2387
$20K ﹤0.01%
+1,100
2388
$20K ﹤0.01%
+524
2389
$20K ﹤0.01%
925
-657
2390
$19.9K ﹤0.01%
3,736
-3,420
2391
$19.9K ﹤0.01%
597
-190
2392
$19.8K ﹤0.01%
173
-635
2393
$19.8K ﹤0.01%
+204
2394
$19.7K ﹤0.01%
806
+144
2395
$19.7K ﹤0.01%
833
2396
$19.6K ﹤0.01%
257
+9
2397
$19.6K ﹤0.01%
411
2398
$19.5K ﹤0.01%
221
+16
2399
$19.5K ﹤0.01%
251
+9
2400
$19.4K ﹤0.01%
104
+100
94 95
96
97 98