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
2751
$4.04K ﹤0.01%
102
+100
2752
$4.02K ﹤0.01%
154
-45
2753
$4.01K ﹤0.01%
46
-1
2754
$3.98K ﹤0.01%
166
2755
$3.97K ﹤0.01%
106
+2
2756
$3.94K ﹤0.01%
199
2757
$3.93K ﹤0.01%
99
2758
$3.92K ﹤0.01%
+512
2759
$3.92K ﹤0.01%
162
-663
2760
$3.9K ﹤0.01%
283
+91
2761
$3.9K ﹤0.01%
274
+70
2762
$3.9K ﹤0.01%
790
2763
$3.9K ﹤0.01%
42
-1
2764
$3.9K ﹤0.01%
46
+2
2765
$3.85K ﹤0.01%
150
2766
$3.85K ﹤0.01%
64
2767
$3.84K ﹤0.01%
+107
2768
$3.82K ﹤0.01%
48
2769
$3.81K ﹤0.01%
118
+3
2770
$3.81K ﹤0.01%
550
2771
$3.79K ﹤0.01%
205
-205
2772
$3.79K ﹤0.01%
1,552
2773
$3.78K ﹤0.01%
113
-86
2774
$3.78K ﹤0.01%
85
-433
2775
$3.77K ﹤0.01%
251
-4,550
109 110
111
112 113