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
3176
$1.23K ﹤0.01%
93
-5
3177
$1.23K ﹤0.01%
+19
3178
$1.23K ﹤0.01%
21
3179
$1.22K ﹤0.01%
42
3180
$1.22K ﹤0.01%
20
-1
3181
$1.21K ﹤0.01%
+99
3182
$1.21K ﹤0.01%
55
3183
$1.21K ﹤0.01%
124
-5
3184
$1.2K ﹤0.01%
11
3185
$1.2K ﹤0.01%
+23
3186
$1.19K ﹤0.01%
295
3187
$1.19K ﹤0.01%
209
-34
3188
$1.19K ﹤0.01%
25
-3
3189
$1.19K ﹤0.01%
38
3190
$1.18K ﹤0.01%
50
3191
$1.18K ﹤0.01%
100
-10
3192
$1.18K ﹤0.01%
150
3193
$1.17K ﹤0.01%
49
3194
$1.16K ﹤0.01%
16
-3
3195
$1.16K ﹤0.01%
128
3196
$1.16K ﹤0.01%
194
+150
3197
$1.16K ﹤0.01%
16
3198
$1.16K ﹤0.01%
29
-4
3199
$1.16K ﹤0.01%
17
-323
3200
$1.15K ﹤0.01%
38
-15
126 127
128
129 130