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
3051
$1.71K ﹤0.01%
50
3052
$1.71K ﹤0.01%
66
-21
3053
$1.71K ﹤0.01%
50
-5
3054
$1.71K ﹤0.01%
89
-25
3055
$1.7K ﹤0.01%
143
3056
$1.7K ﹤0.01%
44
3057
$1.7K ﹤0.01%
514
-44
3058
$1.7K ﹤0.01%
1,276
+33
3059
$1.7K ﹤0.01%
95
-22
3060
$1.7K ﹤0.01%
58
-195
3061
$1.69K ﹤0.01%
288
+30
3062
$1.69K ﹤0.01%
76
3063
$1.69K ﹤0.01%
49
3064
$1.69K ﹤0.01%
163
-2
3065
$1.69K ﹤0.01%
31
3066
$1.68K ﹤0.01%
100
+75
3067
$1.67K ﹤0.01%
+300
3068
$1.67K ﹤0.01%
111
3069
$1.67K ﹤0.01%
+32
3070
$1.67K ﹤0.01%
27
-11
3071
$1.66K ﹤0.01%
61
3072
$1.65K ﹤0.01%
7
+1
3073
$1.65K ﹤0.01%
130
+46
3074
$1.64K ﹤0.01%
44
-5
3075
$1.64K ﹤0.01%
74
121 122
123
124 125