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
2426
$18.2K ﹤0.01%
560
-28
2427
$18.2K ﹤0.01%
410
+295
2428
$18.2K ﹤0.01%
212
-303
2429
$18.2K ﹤0.01%
1,712
+188
2430
$18.1K ﹤0.01%
435
+316
2431
$18.1K ﹤0.01%
3,183
+1,142
2432
$18.1K ﹤0.01%
614
-445
2433
$18.1K ﹤0.01%
35
+27
2434
$18.1K ﹤0.01%
+354
2435
$18.1K ﹤0.01%
800
2436
$18K ﹤0.01%
203
+41
2437
$18K ﹤0.01%
675
2438
$17.9K ﹤0.01%
197
-1
2439
$17.9K ﹤0.01%
194
+124
2440
$17.9K ﹤0.01%
795
+361
2441
$17.9K ﹤0.01%
269
-13
2442
$17.9K ﹤0.01%
+2,462
2443
$17.8K ﹤0.01%
451
+277
2444
$17.8K ﹤0.01%
997
+137
2445
$17.8K ﹤0.01%
170
-10
2446
$17.8K ﹤0.01%
+3,601
2447
$17.7K ﹤0.01%
690
2448
$17.7K ﹤0.01%
+4,290
2449
$17.7K ﹤0.01%
3,084
+1,824
2450
$17.6K ﹤0.01%
486
-57
96 97
98
99 100