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
2926
$2.42K ﹤0.01%
262
-409
2927
$2.42K ﹤0.01%
489
+149
2928
$2.42K ﹤0.01%
158
-15
2929
$2.41K ﹤0.01%
53
2930
$2.4K ﹤0.01%
47
-344
2931
$2.39K ﹤0.01%
188
2932
$2.38K ﹤0.01%
69
-5
2933
$2.38K ﹤0.01%
51
-8
2934
$2.36K ﹤0.01%
273
-30
2935
$2.33K ﹤0.01%
127
2936
$2.33K ﹤0.01%
166
-1,748
2937
$2.33K ﹤0.01%
+412
2938
$2.33K ﹤0.01%
572
2939
$2.32K ﹤0.01%
59
-170
2940
$2.32K ﹤0.01%
461
2941
$2.31K ﹤0.01%
50
+1
2942
$2.3K ﹤0.01%
59
+1
2943
$2.28K ﹤0.01%
330
2944
$2.28K ﹤0.01%
296
2945
$2.28K ﹤0.01%
69
-22
2946
$2.28K ﹤0.01%
88
2947
$2.27K ﹤0.01%
+600
2948
$2.27K ﹤0.01%
53
2949
$2.26K ﹤0.01%
143
+4
2950
$2.26K ﹤0.01%
22
-5
116 117
118
119 120