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
2601
$5.84K ﹤0.01%
51
-653
2602
$5.83K ﹤0.01%
517
-97
2603
$5.82K ﹤0.01%
103
-2,622
2604
$5.81K ﹤0.01%
117
+34
2605
$5.76K ﹤0.01%
162
+2
2606
$5.75K ﹤0.01%
1,753
-50
2607
$5.75K ﹤0.01%
105
-39
2608
$5.74K ﹤0.01%
94
+9
2609
$5.71K ﹤0.01%
160
-247
2610
$5.69K ﹤0.01%
550
-6,777
2611
$5.68K ﹤0.01%
395
2612
$5.67K ﹤0.01%
59
2613
$5.67K ﹤0.01%
22
+7
2614
$5.64K ﹤0.01%
318
+182
2615
$5.63K ﹤0.01%
142
+43
2616
$5.62K ﹤0.01%
823
2617
$5.62K ﹤0.01%
83
-68
2618
$5.62K ﹤0.01%
176
+136
2619
$5.61K ﹤0.01%
68
-5
2620
$5.6K ﹤0.01%
180
-1,350
2621
$5.58K ﹤0.01%
51
-10
2622
$5.57K ﹤0.01%
+255
2623
$5.55K ﹤0.01%
+346
2624
$5.52K ﹤0.01%
162
-272
2625
$5.5K ﹤0.01%
62
-15
103 104
105
106 107