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
3126
$1.44K ﹤0.01%
75
3127
$1.43K ﹤0.01%
28
-5
3128
$1.43K ﹤0.01%
77
-14
3129
$1.43K ﹤0.01%
22
3130
$1.42K ﹤0.01%
+18
3131
$1.42K ﹤0.01%
+50
3132
$1.42K ﹤0.01%
34
-5
3133
$1.42K ﹤0.01%
245
3134
$1.42K ﹤0.01%
221
3135
$1.41K ﹤0.01%
18
+1
3136
$1.41K ﹤0.01%
71
-65
3137
$1.41K ﹤0.01%
36
3138
$1.41K ﹤0.01%
297
3139
$1.4K ﹤0.01%
62
3140
$1.39K ﹤0.01%
76
+1
3141
$1.39K ﹤0.01%
77
-9
3142
$1.37K ﹤0.01%
92
+5
3143
$1.36K ﹤0.01%
17
-9
3144
$1.36K ﹤0.01%
21
-5
3145
$1.36K ﹤0.01%
247
-45
3146
$1.36K ﹤0.01%
72
-88
3147
$1.35K ﹤0.01%
25
-5
3148
$1.35K ﹤0.01%
43
-5
3149
$1.34K ﹤0.01%
64
3150
$1.33K ﹤0.01%
142