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
2451
$17.6K ﹤0.01%
+497
2452
$17.5K ﹤0.01%
825
+21
2453
$17.4K ﹤0.01%
104
-109
2454
$17.4K ﹤0.01%
3,670
+3,175
2455
$17.4K ﹤0.01%
131
+129
2456
$17.3K ﹤0.01%
1,123
+1,046
2457
$17.1K ﹤0.01%
840
+28
2458
$17.1K ﹤0.01%
+232
2459
$17K ﹤0.01%
256
2460
$17K ﹤0.01%
299
+75
2461
$17K ﹤0.01%
6,847
+1,715
2462
$16.9K ﹤0.01%
293
+268
2463
$16.9K ﹤0.01%
1,362
+1,308
2464
$16.9K ﹤0.01%
336
2465
$16.9K ﹤0.01%
1,516
+1,476
2466
$16.9K ﹤0.01%
393
+159
2467
$16.8K ﹤0.01%
5,429
+3,016
2468
$16.8K ﹤0.01%
2,418
+600
2469
$16.8K ﹤0.01%
+1,000
2470
$16.8K ﹤0.01%
1,277
+148
2471
$16.8K ﹤0.01%
3,000
2472
$16.8K ﹤0.01%
2,697
-142
2473
$16.8K ﹤0.01%
600
-3,800
2474
$16.8K ﹤0.01%
552
+7
2475
$16.7K ﹤0.01%
676
-1,975
97 98
99
100 101