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
2551
$6.54K ﹤0.01%
378
+3
2552
$6.51K ﹤0.01%
37
+18
2553
$6.5K ﹤0.01%
146
-37
2554
$6.5K ﹤0.01%
85
-8
2555
$6.48K ﹤0.01%
15
-17
2556
$6.47K ﹤0.01%
271
+187
2557
$6.45K ﹤0.01%
1,168
2558
$6.44K ﹤0.01%
180
-24
2559
$6.43K ﹤0.01%
136
+12
2560
$6.38K ﹤0.01%
66
-5
2561
$6.37K ﹤0.01%
143
-45
2562
$6.35K ﹤0.01%
2,413
+49
2563
$6.33K ﹤0.01%
1,107
+94
2564
$6.33K ﹤0.01%
46
-1,560
2565
$6.33K ﹤0.01%
105
2566
$6.33K ﹤0.01%
84
-43
2567
$6.32K ﹤0.01%
53
-449
2568
$6.3K ﹤0.01%
307
2569
$6.27K ﹤0.01%
901
-20
2570
$6.24K ﹤0.01%
363
-200
2571
$6.24K ﹤0.01%
298
-15
2572
$6.23K ﹤0.01%
315
-15
2573
$6.18K ﹤0.01%
483
-19
2574
$6.17K ﹤0.01%
169
-393
2575
$6.13K ﹤0.01%
334
+45
101 102
103
104 105