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 Trust iShares 0-1 Year 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
2476
$7.87K ﹤0.01%
77
-33
2477
$7.84K ﹤0.01%
222
-86
2478
$7.74K ﹤0.01%
164
-1,433
2479
$7.68K ﹤0.01%
+131
2480
$7.68K ﹤0.01%
542
+92
2481
$7.63K ﹤0.01%
762
+142
2482
$7.62K ﹤0.01%
350
-40
2483
$7.61K ﹤0.01%
93
+7
2484
$7.61K ﹤0.01%
1,088
-50
2485
$7.59K ﹤0.01%
174
-105
2486
$7.57K ﹤0.01%
254
+108
2487
$7.56K ﹤0.01%
438
-59
2488
$7.54K ﹤0.01%
489
+102
2489
$7.51K ﹤0.01%
+241
2490
$7.5K ﹤0.01%
391
+381
2491
$7.45K ﹤0.01%
207
2492
$7.41K ﹤0.01%
+236
2493
$7.41K ﹤0.01%
547
2494
$7.4K ﹤0.01%
455
+1
2495
$7.37K ﹤0.01%
+217
2496
$7.36K ﹤0.01%
69
-57
2497
$7.36K ﹤0.01%
546
+151
2498
$7.35K ﹤0.01%
100
-33
2499
$7.35K ﹤0.01%
184
-1
2500
$7.32K ﹤0.01%
114
+29
98 99
100
101 102