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
2776
$3.77K ﹤0.01%
51
-12
2777
$3.75K ﹤0.01%
+166
2778
$3.74K ﹤0.01%
218
+5
2779
$3.74K ﹤0.01%
48
+5
2780
$3.74K ﹤0.01%
115
-6
2781
$3.73K ﹤0.01%
30
2782
$3.71K ﹤0.01%
156
2783
$3.71K ﹤0.01%
258
-173
2784
$3.7K ﹤0.01%
28
+1
2785
$3.7K ﹤0.01%
12
+4
2786
$3.66K ﹤0.01%
193
+61
2787
$3.65K ﹤0.01%
1,030
-156
2788
$3.63K ﹤0.01%
94
-24
2789
$3.63K ﹤0.01%
28
2790
$3.61K ﹤0.01%
128
-94
2791
$3.61K ﹤0.01%
53
2792
$3.6K ﹤0.01%
23
2793
$3.59K ﹤0.01%
53
-1
2794
$3.59K ﹤0.01%
359
-19
2795
$3.58K ﹤0.01%
43
-16
2796
$3.58K ﹤0.01%
183
-43
2797
$3.57K ﹤0.01%
8
-95
2798
$3.57K ﹤0.01%
52
+13
2799
$3.56K ﹤0.01%
122
+40
2800
$3.56K ﹤0.01%
+471
110 111
112
113 114