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
2976
$2.11K ﹤0.01%
24
-4
2977
$2.11K ﹤0.01%
72
2978
$2.09K ﹤0.01%
+239
2979
$2.08K ﹤0.01%
571
+1
2980
$2.08K ﹤0.01%
52
-15
2981
$2.08K ﹤0.01%
223
-567
2982
$2.08K ﹤0.01%
109
2983
$2.08K ﹤0.01%
157
+16
2984
$2.07K ﹤0.01%
43
2985
$2.06K ﹤0.01%
2,500
2986
$2.06K ﹤0.01%
22
+1
2987
$2.05K ﹤0.01%
317
-756
2988
$2.04K ﹤0.01%
43
-100
2989
$2.03K ﹤0.01%
153
2990
$2.02K ﹤0.01%
429
2991
$2.02K ﹤0.01%
246
-354
2992
$2.02K ﹤0.01%
35
-32
2993
$2.02K ﹤0.01%
118
+67
2994
$2.01K ﹤0.01%
129
+24
2995
$2.01K ﹤0.01%
528
2996
$2K ﹤0.01%
407
-47
2997
$2K ﹤0.01%
50
-2
2998
$1.99K ﹤0.01%
330
-15
2999
$1.99K ﹤0.01%
30
-10
3000
$1.98K ﹤0.01%
12,400