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 Short 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
251
$1.67M 0.06%
18,817
+4,512
252
$1.67M 0.06%
4,994
+4,793
253
$1.64M 0.06%
20,489
-3,236
254
$1.61M 0.06%
16,070
-4,201
255
$1.61M 0.06%
17,004
+10,150
256
$1.6M 0.06%
39,660
+18,287
257
$1.59M 0.06%
36,842
-2,952
258
$1.59M 0.06%
9,818
+3,725
259
$1.57M 0.06%
5,301
-604
260
$1.57M 0.06%
59,195
-1,910
261
$1.57M 0.06%
31,073
+2,762
262
$1.55M 0.06%
7,569
-213
263
$1.55M 0.06%
9,231
+139
264
$1.54M 0.06%
77,029
+22,157
265
$1.53M 0.06%
21,672
-641
266
$1.51M 0.05%
9,219
+3,034
267
$1.49M 0.05%
39,393
+3,459
268
$1.49M 0.05%
12,347
-4,201
269
$1.49M 0.05%
17,071
-3,021
270
$1.47M 0.05%
30,301
+15,694
271
$1.46M 0.05%
14,759
+2,606
272
$1.46M 0.05%
1,388
-68
273
$1.45M 0.05%
16,068
-3,651
274
$1.45M 0.05%
13,563
-1,732
275
$1.44M 0.05%
4,219
+13
9 10
11
12 13