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
3151
$1.33K ﹤0.01%
36
-10,527
3152
$1.33K ﹤0.01%
63
-12,937
3153
$1.33K ﹤0.01%
291
-922
3154
$1.33K ﹤0.01%
112
-524
3155
$1.32K ﹤0.01%
43
+4
3156
$1.32K ﹤0.01%
24
3157
$1.32K ﹤0.01%
31
-5
3158
$1.31K ﹤0.01%
73
3159
$1.31K ﹤0.01%
38
-5
3160
$1.31K ﹤0.01%
35
-15
3161
$1.31K ﹤0.01%
1,000
3162
$1.3K ﹤0.01%
+23
3163
$1.29K ﹤0.01%
204
3164
$1.29K ﹤0.01%
48
+3
3165
$1.28K ﹤0.01%
14
3166
$1.28K ﹤0.01%
140
3167
$1.28K ﹤0.01%
+55
3168
$1.27K ﹤0.01%
5
3169
$1.26K ﹤0.01%
52
-71
3170
$1.26K ﹤0.01%
167
-9
3171
$1.25K ﹤0.01%
46
3172
$1.25K ﹤0.01%
18
3173
$1.24K ﹤0.01%
318
+4
3174
$1.24K ﹤0.01%
154
+75
3175
$1.24K ﹤0.01%
105
125 126
127
128 129