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
2651
$5.19K ﹤0.01%
205
-2,170
2652
$5.19K ﹤0.01%
393
+298
2653
$5.19K ﹤0.01%
355
+58
2654
$5.18K ﹤0.01%
143
-9
2655
$5.18K ﹤0.01%
+230
2656
$5.16K ﹤0.01%
161
+2
2657
$5.13K ﹤0.01%
231
-83
2658
$5.1K ﹤0.01%
180
-54
2659
$5.07K ﹤0.01%
14
+3
2660
$5.05K ﹤0.01%
84
2661
$5.04K ﹤0.01%
222
+150
2662
$5.02K ﹤0.01%
127
-19
2663
$5.01K ﹤0.01%
+43
2664
$4.97K ﹤0.01%
47
-161
2665
$4.96K ﹤0.01%
215
+48
2666
$4.96K ﹤0.01%
59
+15
2667
$4.93K ﹤0.01%
210
+172
2668
$4.92K ﹤0.01%
300
-3,443
2669
$4.91K ﹤0.01%
111
+27
2670
$4.89K ﹤0.01%
353
-22
2671
$4.88K ﹤0.01%
168
+161
2672
$4.88K ﹤0.01%
550
-515
2673
$4.88K ﹤0.01%
109
2674
$4.87K ﹤0.01%
54
+8
2675
$4.87K ﹤0.01%
144
-2
105 106
107
108 109