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
301
$1.27M 0.05%
10,274
+928
302
$1.27M 0.05%
11,823
-270
303
$1.27M 0.05%
79,881
-3,564
304
$1.27M 0.05%
10,041
-1,871
305
$1.27M 0.05%
+25,725
306
$1.24M 0.04%
9,194
+218
307
$1.23M 0.04%
46,995
+13,619
308
$1.23M 0.04%
10,372
+102
309
$1.22M 0.04%
42,670
-64,740
310
$1.21M 0.04%
6,029
-73
311
$1.21M 0.04%
29,990
-4,211
312
$1.2M 0.04%
8,690
-905
313
$1.2M 0.04%
24,244
+22,108
314
$1.2M 0.04%
3,640
+119
315
$1.2M 0.04%
2,099
-13
316
$1.19M 0.04%
12,239
-961
317
$1.18M 0.04%
19,521
+5,960
318
$1.17M 0.04%
13,947
+7,524
319
$1.17M 0.04%
2,787
-125
320
$1.16M 0.04%
10,088
+9,248
321
$1.16M 0.04%
5,084
-481
322
$1.16M 0.04%
6,010
-215
323
$1.16M 0.04%
17,516
-361
324
$1.16M 0.04%
6,330
+294
325
$1.15M 0.04%
45,222
+13,574
11 12
13
14 15