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
2501
$7.31K ﹤0.01%
+135
2502
$7.31K ﹤0.01%
134
-28
2503
$7.3K ﹤0.01%
161
2504
$7.29K ﹤0.01%
75
-46
2505
$7.29K ﹤0.01%
198
+197
2506
$7.28K ﹤0.01%
30
+3
2507
$7.26K ﹤0.01%
+145
2508
$7.25K ﹤0.01%
655
2509
$7.24K ﹤0.01%
180
-131
2510
$7.23K ﹤0.01%
78
2511
$7.21K ﹤0.01%
54
-39
2512
$7.21K ﹤0.01%
78
-14
2513
$7.19K ﹤0.01%
1,789
+998
2514
$7.11K ﹤0.01%
72
-5
2515
$7.11K ﹤0.01%
63
-10
2516
$7.1K ﹤0.01%
+280
2517
$7.08K ﹤0.01%
159
-300
2518
$7.08K ﹤0.01%
52
2519
$7.08K ﹤0.01%
3,826
+2,931
2520
$7.03K ﹤0.01%
52
-12
2521
$6.99K ﹤0.01%
79
-149
2522
$6.98K ﹤0.01%
310
2523
$6.98K ﹤0.01%
245
-161
2524
$6.98K ﹤0.01%
143
+1
2525
$6.96K ﹤0.01%
70
+44
99 100
101
102 103