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
2626
$5.49K ﹤0.01%
523
+137
2627
$5.49K ﹤0.01%
200
+63
2628
$5.48K ﹤0.01%
+130
2629
$5.45K ﹤0.01%
394
+345
2630
$5.45K ﹤0.01%
109
-1,428
2631
$5.44K ﹤0.01%
307
2632
$5.42K ﹤0.01%
45
2633
$5.42K ﹤0.01%
835
-30
2634
$5.39K ﹤0.01%
121
+48
2635
$5.38K ﹤0.01%
210
-215
2636
$5.37K ﹤0.01%
121
-25
2637
$5.37K ﹤0.01%
115
2638
$5.33K ﹤0.01%
305
-58
2639
$5.31K ﹤0.01%
1,845
+1,188
2640
$5.31K ﹤0.01%
143
2641
$5.29K ﹤0.01%
24
-27
2642
$5.29K ﹤0.01%
945
-30
2643
$5.27K ﹤0.01%
91
-27
2644
$5.25K ﹤0.01%
93
-2
2645
$5.24K ﹤0.01%
150
+126
2646
$5.21K ﹤0.01%
198
2647
$5.21K ﹤0.01%
177
2648
$5.21K ﹤0.01%
168
-2,953
2649
$5.2K ﹤0.01%
173
+77
2650
$5.2K ﹤0.01%
121
104 105
106
107 108