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
2576
$6.12K ﹤0.01%
156
+1
2577
$6.12K ﹤0.01%
90
2578
$6.11K ﹤0.01%
203
-28
2579
$6.1K ﹤0.01%
121
+91
2580
$6.08K ﹤0.01%
314
+310
2581
$6.05K ﹤0.01%
58
+19
2582
$6.05K ﹤0.01%
99
-16
2583
$6.05K ﹤0.01%
230
2584
$6.03K ﹤0.01%
867
-581
2585
$6.02K ﹤0.01%
57
2586
$6.02K ﹤0.01%
105
2587
$6.01K ﹤0.01%
143
2588
$6K ﹤0.01%
288
-180
2589
$6K ﹤0.01%
323
-260
2590
$5.99K ﹤0.01%
45
2591
$5.97K ﹤0.01%
154
2592
$5.94K ﹤0.01%
150
+29
2593
$5.94K ﹤0.01%
59
2594
$5.93K ﹤0.01%
60
-61
2595
$5.93K ﹤0.01%
237
2596
$5.89K ﹤0.01%
1,571
-67
2597
$5.88K ﹤0.01%
2,212
2598
$5.88K ﹤0.01%
44
-31
2599
$5.86K ﹤0.01%
631
-1,865
2600
$5.84K ﹤0.01%
337
-93
102 103
104
105 106