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
2901
$2.62K ﹤0.01%
100
2902
$2.62K ﹤0.01%
107
+95
2903
$2.61K ﹤0.01%
20
-5
2904
$2.6K ﹤0.01%
266
-3,007
2905
$2.6K ﹤0.01%
246
+240
2906
$2.59K ﹤0.01%
25
-9
2907
$2.58K ﹤0.01%
37
-5
2908
$2.57K ﹤0.01%
90
2909
$2.55K ﹤0.01%
121
2910
$2.53K ﹤0.01%
500
-500
2911
$2.53K ﹤0.01%
528
2912
$2.52K ﹤0.01%
+85
2913
$2.51K ﹤0.01%
16
2914
$2.51K ﹤0.01%
38
2915
$2.51K ﹤0.01%
133
+2
2916
$2.5K ﹤0.01%
+78
2917
$2.5K ﹤0.01%
83
2918
$2.48K ﹤0.01%
16
-5
2919
$2.47K ﹤0.01%
53
2920
$2.45K ﹤0.01%
67
-31
2921
$2.45K ﹤0.01%
13
-7
2922
$2.44K ﹤0.01%
59
2923
$2.43K ﹤0.01%
37
-226
2924
$2.43K ﹤0.01%
1,462
-1,000
2925
$2.42K ﹤0.01%
281
+250
115 116
117
118 119