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
2801
$3.55K ﹤0.01%
42
2802
$3.54K ﹤0.01%
167
+20
2803
$3.53K ﹤0.01%
183
-16
2804
$3.52K ﹤0.01%
246
+1
2805
$3.52K ﹤0.01%
66
-558
2806
$3.52K ﹤0.01%
145
+130
2807
$3.52K ﹤0.01%
167
+5
2808
$3.5K ﹤0.01%
227
-75
2809
$3.49K ﹤0.01%
33
-41
2810
$3.48K ﹤0.01%
146
-8
2811
$3.48K ﹤0.01%
362
-188
2812
$3.47K ﹤0.01%
1,018
+1,000
2813
$3.46K ﹤0.01%
274
+124
2814
$3.46K ﹤0.01%
300
-300
2815
$3.46K ﹤0.01%
66
+52
2816
$3.44K ﹤0.01%
167
-205
2817
$3.43K ﹤0.01%
16
-1
2818
$3.43K ﹤0.01%
152
-15
2819
$3.43K ﹤0.01%
98
-29
2820
$3.43K ﹤0.01%
102
-54
2821
$3.43K ﹤0.01%
407
2822
$3.41K ﹤0.01%
262
-10
2823
$3.4K ﹤0.01%
288
-401
2824
$3.4K ﹤0.01%
540
+433
2825
$3.39K ﹤0.01%
431
111 112
113
114 115