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
2726
$4.37K ﹤0.01%
+159
2727
$4.36K ﹤0.01%
95
2728
$4.34K ﹤0.01%
100
-20
2729
$4.34K ﹤0.01%
89
2730
$4.33K ﹤0.01%
+151
2731
$4.33K ﹤0.01%
232
-186
2732
$4.31K ﹤0.01%
398
+307
2733
$4.3K ﹤0.01%
535
-100
2734
$4.28K ﹤0.01%
37
-183
2735
$4.26K ﹤0.01%
81
+1
2736
$4.23K ﹤0.01%
100
-5
2737
$4.23K ﹤0.01%
17
+8
2738
$4.23K ﹤0.01%
318
-256
2739
$4.22K ﹤0.01%
191
-1,571
2740
$4.22K ﹤0.01%
253
-377
2741
$4.21K ﹤0.01%
51
+49
2742
$4.2K ﹤0.01%
145
+21
2743
$4.16K ﹤0.01%
115
-20
2744
$4.15K ﹤0.01%
112
2745
$4.13K ﹤0.01%
115
+3
2746
$4.12K ﹤0.01%
256
-10
2747
$4.12K ﹤0.01%
270
-1,067
2748
$4.09K ﹤0.01%
360
-23,786
2749
$4.08K ﹤0.01%
65
-20
2750
$4.05K ﹤0.01%
113
108 109
110
111 112