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
3001
$1.98K ﹤0.01%
192
-82
3002
$1.98K ﹤0.01%
114
-18
3003
$1.97K ﹤0.01%
32
3004
$1.96K ﹤0.01%
119
3005
$1.94K ﹤0.01%
36
3006
$1.94K ﹤0.01%
19
3007
$1.94K ﹤0.01%
10
-21
3008
$1.94K ﹤0.01%
215
-90
3009
$1.93K ﹤0.01%
13
+4
3010
$1.93K ﹤0.01%
175
-188
3011
$1.93K ﹤0.01%
194
3012
$1.92K ﹤0.01%
465
-460
3013
$1.92K ﹤0.01%
31
-394
3014
$1.91K ﹤0.01%
162
+1
3015
$1.9K ﹤0.01%
100
-46
3016
$1.89K ﹤0.01%
134
3017
$1.89K ﹤0.01%
45
3018
$1.89K ﹤0.01%
688
+126
3019
$1.86K ﹤0.01%
46
-103
3020
$1.85K ﹤0.01%
98
+2
3021
$1.84K ﹤0.01%
266
-70
3022
$1.84K ﹤0.01%
65
-46
3023
$1.84K ﹤0.01%
611
-263
3024
$1.84K ﹤0.01%
52
+3
3025
$1.83K ﹤0.01%
10
+2
119 120
121
122 123