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
2951
$2.24K ﹤0.01%
42
2952
$2.24K ﹤0.01%
156
-219
2953
$2.23K ﹤0.01%
+96
2954
$2.23K ﹤0.01%
1,108
-1,298
2955
$2.23K ﹤0.01%
73
-14
2956
$2.22K ﹤0.01%
221
2957
$2.21K ﹤0.01%
200
-4,727
2958
$2.2K ﹤0.01%
49
-2
2959
$2.2K ﹤0.01%
580
-863
2960
$2.2K ﹤0.01%
288
-10
2961
$2.2K ﹤0.01%
150
2962
$2.16K ﹤0.01%
32
-15
2963
$2.16K ﹤0.01%
93
2964
$2.15K ﹤0.01%
114
2965
$2.15K ﹤0.01%
181
2966
$2.15K ﹤0.01%
303
+10
2967
$2.14K ﹤0.01%
186
-5
2968
$2.14K ﹤0.01%
43
2969
$2.13K ﹤0.01%
20
-3
2970
$2.13K ﹤0.01%
50
2971
$2.12K ﹤0.01%
348
-9,018
2972
$2.12K ﹤0.01%
49
-17
2973
$2.12K ﹤0.01%
+37
2974
$2.12K ﹤0.01%
147
2975
$2.11K ﹤0.01%
174
117 118
119
120 121