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
2526
$6.96K ﹤0.01%
799
2527
$6.95K ﹤0.01%
612
+266
2528
$6.93K ﹤0.01%
166
+50
2529
$6.92K ﹤0.01%
37
-22
2530
$6.91K ﹤0.01%
+237
2531
$6.9K ﹤0.01%
272
2532
$6.86K ﹤0.01%
54
+1
2533
$6.85K ﹤0.01%
890
2534
$6.84K ﹤0.01%
60
+59
2535
$6.83K ﹤0.01%
290
-10,360
2536
$6.82K ﹤0.01%
61
-46
2537
$6.81K ﹤0.01%
73
+1
2538
$6.81K ﹤0.01%
71
-222
2539
$6.77K ﹤0.01%
212
2540
$6.73K ﹤0.01%
215
+91
2541
$6.72K ﹤0.01%
800
+30
2542
$6.72K ﹤0.01%
51
+7
2543
$6.72K ﹤0.01%
74
-18
2544
$6.71K ﹤0.01%
609
-891
2545
$6.7K ﹤0.01%
244
-10
2546
$6.69K ﹤0.01%
143
+23
2547
$6.67K ﹤0.01%
413
-79
2548
$6.66K ﹤0.01%
276
+4
2549
$6.57K ﹤0.01%
428
-255
2550
$6.55K ﹤0.01%
60
-5
100 101
102
103 104