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
$2.77B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,250
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$13M
3
+$12.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$11.5M

Top Sells

1
+$70.9M
2
+$35.7M
3
+$11.1M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$10.2M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.31M

Sector Composition

1 Technology 10.41%
2 Financials 4.58%
3 Consumer Discretionary 3.66%
4 Healthcare 3.06%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.96M 0.07%
61,196
+701
227
$1.91M 0.07%
9,074
+6,920
228
$1.91M 0.07%
6,580
+2,975
229
$1.89M 0.07%
10,063
+375
230
$1.88M 0.07%
37,671
+24,738
231
$1.85M 0.07%
16,782
+4,576
232
$1.83M 0.07%
30,621
-32,279
233
$1.8M 0.07%
118,904
-1,356
234
$1.79M 0.06%
34,193
-4,765
235
$1.79M 0.06%
7,784
+943
236
$1.78M 0.06%
118,195
+116,207
237
$1.78M 0.06%
19,293
+1,518
238
$1.77M 0.06%
44,156
+43,047
239
$1.77M 0.06%
35,677
+8,720
240
$1.76M 0.06%
4,131
+2,139
241
$1.73M 0.06%
22,863
+10,071
242
$1.73M 0.06%
8,010
+1,878
243
$1.72M 0.06%
3,289
+389
244
$1.7M 0.06%
14,087
-4,473
245
$1.7M 0.06%
18,334
+2,045
246
$1.7M 0.06%
19,790
+1,287
247
$1.69M 0.06%
24,198
+6,607
248
$1.68M 0.06%
66,578
+20,156
249
$1.68M 0.06%
3,228
-63
250
$1.68M 0.06%
16,278
+3
8 9
10
11 12