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
3076
$1.64K ﹤0.01%
705
-266
3077
$1.63K ﹤0.01%
108
3078
$1.63K ﹤0.01%
25
+1
3079
$1.63K ﹤0.01%
+24
3080
$1.62K ﹤0.01%
99
-7
3081
$1.62K ﹤0.01%
111
3082
$1.62K ﹤0.01%
53
-921
3083
$1.62K ﹤0.01%
428
-240
3084
$1.62K ﹤0.01%
739
3085
$1.61K ﹤0.01%
13
3086
$1.61K ﹤0.01%
20
+12
3087
$1.61K ﹤0.01%
34
3088
$1.61K ﹤0.01%
42
-40
3089
$1.59K ﹤0.01%
503
3090
$1.59K ﹤0.01%
147
-13
3091
$1.59K ﹤0.01%
35
-5
3092
$1.59K ﹤0.01%
77
-10
3093
$1.58K ﹤0.01%
49
+38
3094
$1.58K ﹤0.01%
174
-8
3095
$1.57K ﹤0.01%
86
-5
3096
$1.56K ﹤0.01%
51
-5
3097
$1.55K ﹤0.01%
18
-7
3098
$1.55K ﹤0.01%
18
3099
$1.55K ﹤0.01%
21
3100
$1.55K ﹤0.01%
38
+2
122 123
124
125 126