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
3101
$1.55K ﹤0.01%
31
3102
$1.54K ﹤0.01%
49
3103
$1.54K ﹤0.01%
35
-100
3104
$1.54K ﹤0.01%
140
3105
$1.54K ﹤0.01%
74
3106
$1.54K ﹤0.01%
112
-89
3107
$1.53K ﹤0.01%
15
3108
$1.53K ﹤0.01%
25
-1
3109
$1.52K ﹤0.01%
410
+350
3110
$1.52K ﹤0.01%
20
+1
3111
$1.52K ﹤0.01%
131
3112
$1.51K ﹤0.01%
36
-19,354
3113
$1.51K ﹤0.01%
101
-1
3114
$1.5K ﹤0.01%
256
+100
3115
$1.5K ﹤0.01%
212
3116
$1.5K ﹤0.01%
144
-36
3117
$1.5K ﹤0.01%
48
-22
3118
$1.49K ﹤0.01%
104
3119
$1.48K ﹤0.01%
54
-5
3120
$1.48K ﹤0.01%
93
3121
$1.47K ﹤0.01%
143
3122
$1.46K ﹤0.01%
125
3123
$1.45K ﹤0.01%
219
-286
3124
$1.45K ﹤0.01%
47
+9
3125
$1.44K ﹤0.01%
20
123 124
125
126 127