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
3226
$1.07K ﹤0.01%
23
3227
$1.07K ﹤0.01%
+9
3228
$1.07K ﹤0.01%
153
-5
3229
$1.06K ﹤0.01%
76
-11
3230
$1.06K ﹤0.01%
32
3231
$1.06K ﹤0.01%
100
3232
$1.05K ﹤0.01%
20
3233
$1.05K ﹤0.01%
106
+85
3234
$1.05K ﹤0.01%
13
3235
$1.04K ﹤0.01%
115
+22
3236
$1.04K ﹤0.01%
+20
3237
$1.04K ﹤0.01%
22
3238
$1.04K ﹤0.01%
182
3239
$1.04K ﹤0.01%
61
3240
$1.02K ﹤0.01%
137
+60
3241
$1.02K ﹤0.01%
+39
3242
$1.02K ﹤0.01%
13
3243
$1.01K ﹤0.01%
48
3244
$1.01K ﹤0.01%
86
-142
3245
$1.01K ﹤0.01%
18
+1
3246
$1.01K ﹤0.01%
13
+12
3247
$1K ﹤0.01%
21
3248
$1K ﹤0.01%
111
+36
3249
$999 ﹤0.01%
221
-214
3250
$997 ﹤0.01%
50
-38
128 129
130
131 132