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
2851
$3.04K ﹤0.01%
33
+13
2852
$3.04K ﹤0.01%
87
-23
2853
$3.04K ﹤0.01%
+156
2854
$3.04K ﹤0.01%
87
-10
2855
$3.03K ﹤0.01%
83
-25
2856
$3.03K ﹤0.01%
120
-203
2857
$3.01K ﹤0.01%
112
+36
2858
$2.99K ﹤0.01%
79
+18
2859
$2.94K ﹤0.01%
+137
2860
$2.92K ﹤0.01%
+289
2861
$2.92K ﹤0.01%
45
+1
2862
$2.91K ﹤0.01%
228
-40
2863
$2.91K ﹤0.01%
+150
2864
$2.91K ﹤0.01%
43
-2
2865
$2.91K ﹤0.01%
100
2866
$2.89K ﹤0.01%
+94
2867
$2.89K ﹤0.01%
159
2868
$2.88K ﹤0.01%
+64
2869
$2.87K ﹤0.01%
176
-248
2870
$2.86K ﹤0.01%
70
-24
2871
$2.86K ﹤0.01%
67
+7
2872
$2.85K ﹤0.01%
+61
2873
$2.84K ﹤0.01%
160
2874
$2.83K ﹤0.01%
40
+3
2875
$2.82K ﹤0.01%
145
113 114
115
116 117