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
2701
$4.65K ﹤0.01%
105
-15
2702
$4.65K ﹤0.01%
39
+34
2703
$4.62K ﹤0.01%
709
+201
2704
$4.61K ﹤0.01%
200
-200
2705
$4.6K ﹤0.01%
162
2706
$4.59K ﹤0.01%
238
-25
2707
$4.59K ﹤0.01%
103
2708
$4.59K ﹤0.01%
326
-187
2709
$4.58K ﹤0.01%
64
-294
2710
$4.58K ﹤0.01%
180
2711
$4.56K ﹤0.01%
136
+40
2712
$4.56K ﹤0.01%
38
2713
$4.52K ﹤0.01%
107
-13
2714
$4.5K ﹤0.01%
291
-10
2715
$4.48K ﹤0.01%
60
-635
2716
$4.46K ﹤0.01%
100
2717
$4.46K ﹤0.01%
137
+3
2718
$4.45K ﹤0.01%
756
-526
2719
$4.45K ﹤0.01%
140
2720
$4.45K ﹤0.01%
53
-318
2721
$4.43K ﹤0.01%
+142
2722
$4.43K ﹤0.01%
231
2723
$4.39K ﹤0.01%
117
+3
2724
$4.39K ﹤0.01%
39
-5
2725
$4.38K ﹤0.01%
145
107 108
109
110 111