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
2826
$3.39K ﹤0.01%
50
+1
2827
$3.39K ﹤0.01%
25
-3
2828
$3.38K ﹤0.01%
74
2829
$3.38K ﹤0.01%
84
+70
2830
$3.38K ﹤0.01%
61
2831
$3.36K ﹤0.01%
82
-18
2832
$3.36K ﹤0.01%
168
2833
$3.35K ﹤0.01%
104
2834
$3.33K ﹤0.01%
+120
2835
$3.33K ﹤0.01%
45
2836
$3.31K ﹤0.01%
1,555
+423
2837
$3.28K ﹤0.01%
567
-34
2838
$3.28K ﹤0.01%
148
+5
2839
$3.27K ﹤0.01%
23
-13
2840
$3.24K ﹤0.01%
80
-1,027
2841
$3.21K ﹤0.01%
86
-9
2842
$3.21K ﹤0.01%
207
+65
2843
$3.19K ﹤0.01%
114
+3
2844
$3.17K ﹤0.01%
42
2845
$3.17K ﹤0.01%
20
2846
$3.16K ﹤0.01%
14
+1
2847
$3.15K ﹤0.01%
68
-285
2848
$3.14K ﹤0.01%
44
-9
2849
$3.07K ﹤0.01%
59
-10
2850
$3.07K ﹤0.01%
219
112 113
114
115 116