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
2676
$4.86K ﹤0.01%
32
2677
$4.84K ﹤0.01%
166
-76
2678
$4.83K ﹤0.01%
210
-10,996
2679
$4.81K ﹤0.01%
78
-21
2680
$4.79K ﹤0.01%
183
-344
2681
$4.79K ﹤0.01%
119
-174
2682
$4.79K ﹤0.01%
74
+16
2683
$4.78K ﹤0.01%
89
2684
$4.77K ﹤0.01%
599
-49
2685
$4.77K ﹤0.01%
158
-81
2686
$4.76K ﹤0.01%
53
+1
2687
$4.75K ﹤0.01%
141
-30
2688
$4.75K ﹤0.01%
180
-898
2689
$4.75K ﹤0.01%
+250
2690
$4.74K ﹤0.01%
181
+47
2691
$4.73K ﹤0.01%
44
-5
2692
$4.73K ﹤0.01%
495
-60
2693
$4.72K ﹤0.01%
98
+39
2694
$4.72K ﹤0.01%
86
-8
2695
$4.71K ﹤0.01%
43
2696
$4.7K ﹤0.01%
73
-62
2697
$4.68K ﹤0.01%
189
-15
2698
$4.66K ﹤0.01%
162
-194
2699
$4.66K ﹤0.01%
213
-30
2700
$4.65K ﹤0.01%
2,500
106 107
108
109 110