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
3026
$1.82K ﹤0.01%
125
3027
$1.82K ﹤0.01%
490
-47
3028
$1.81K ﹤0.01%
167
-62
3029
$1.81K ﹤0.01%
45
-2
3030
$1.81K ﹤0.01%
54
3031
$1.81K ﹤0.01%
94
+43
3032
$1.8K ﹤0.01%
38
3033
$1.79K ﹤0.01%
35
-40
3034
$1.79K ﹤0.01%
103
-15
3035
$1.79K ﹤0.01%
25
-14
3036
$1.79K ﹤0.01%
272
-10
3037
$1.79K ﹤0.01%
98
3038
$1.78K ﹤0.01%
139
-25
3039
$1.77K ﹤0.01%
120
+7
3040
$1.77K ﹤0.01%
47
-5
3041
$1.77K ﹤0.01%
89
-40
3042
$1.76K ﹤0.01%
69
-241
3043
$1.75K ﹤0.01%
53
-9
3044
$1.75K ﹤0.01%
38
3045
$1.74K ﹤0.01%
36
3046
$1.74K ﹤0.01%
127
+29
3047
$1.73K ﹤0.01%
260
+158
3048
$1.73K ﹤0.01%
+61
3049
$1.73K ﹤0.01%
59
3050
$1.71K ﹤0.01%
22
120 121
122
123 124