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
2401
$19.3K ﹤0.01%
+175
2402
$19.3K ﹤0.01%
361
+280
2403
$19.3K ﹤0.01%
+393
2404
$19.2K ﹤0.01%
176
-46
2405
$19.2K ﹤0.01%
10,763
+10,737
2406
$19.2K ﹤0.01%
309
2407
$19.1K ﹤0.01%
249
+30
2408
$19.1K ﹤0.01%
+1,098
2409
$19K ﹤0.01%
711
2410
$19K ﹤0.01%
525
2411
$18.9K ﹤0.01%
765
-9
2412
$18.9K ﹤0.01%
1,390
+1,389
2413
$18.9K ﹤0.01%
300
+291
2414
$18.9K ﹤0.01%
880
-186
2415
$18.9K ﹤0.01%
1,500
2416
$18.7K ﹤0.01%
226
-57
2417
$18.7K ﹤0.01%
+803
2418
$18.7K ﹤0.01%
+2,581
2419
$18.6K ﹤0.01%
1,434
+1,079
2420
$18.6K ﹤0.01%
121
-85
2421
$18.6K ﹤0.01%
120
+88
2422
$18.5K ﹤0.01%
+12,355
2423
$18.4K ﹤0.01%
415
-12
2424
$18.3K ﹤0.01%
510
+225
2425
$18.2K ﹤0.01%
389
+345
95 96
97
98 99