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
276
$1.44M 0.05%
78,024
-16,795
277
$1.44M 0.05%
16,241
+15,146
278
$1.43M 0.05%
10,172
-55
279
$1.42M 0.05%
10,200
-316
280
$1.42M 0.05%
14,643
+58
281
$1.41M 0.05%
72,424
+1,126
282
$1.39M 0.05%
5,733
-11,204
283
$1.39M 0.05%
55,380
-406,736
284
$1.39M 0.05%
10,465
+9,400
285
$1.38M 0.05%
34,917
+26,799
286
$1.37M 0.05%
12,887
-4,260
287
$1.37M 0.05%
18,458
+14,794
288
$1.37M 0.05%
12,678
+140
289
$1.36M 0.05%
7,321
+1,422
290
$1.34M 0.05%
17,717
-13,728
291
$1.33M 0.05%
41,242
-2,378
292
$1.32M 0.05%
5,528
-208
293
$1.32M 0.05%
7,473
+1,330
294
$1.32M 0.05%
54,492
+51,566
295
$1.32M 0.05%
3,882
+413
296
$1.31M 0.05%
33,115
+1,917
297
$1.29M 0.05%
12,318
-200
298
$1.29M 0.05%
29,194
-3,349
299
$1.27M 0.05%
22,540
-19,032
300
$1.27M 0.05%
7,833
+465
10 11
12
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