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
326
$1.15M 0.04%
55,470
+53,270
327
$1.15M 0.04%
6,919
+3,188
328
$1.15M 0.04%
4,943
-217
329
$1.15M 0.04%
17,623
-10,722
330
$1.14M 0.04%
22,376
-493
331
$1.14M 0.04%
39,152
+1,342
332
$1.14M 0.04%
22,636
+22,580
333
$1.14M 0.04%
3,309
+79
334
$1.14M 0.04%
14,671
+8,090
335
$1.14M 0.04%
+22,692
336
$1.13M 0.04%
21,300
-2,285
337
$1.13M 0.04%
26,657
+18,906
338
$1.13M 0.04%
28,786
+25,798
339
$1.12M 0.04%
8,923
-4,726
340
$1.12M 0.04%
6,000
-535
341
$1.12M 0.04%
10,829
-351
342
$1.12M 0.04%
8,400
-40
343
$1.1M 0.04%
15,241
-3,398
344
$1.09M 0.04%
23,749
-805
345
$1.09M 0.04%
22,701
-86,682
346
$1.09M 0.04%
11,171
+1,638
347
$1.08M 0.04%
10,318
+2,586
348
$1.08M 0.04%
49,345
+8,344
349
$1.07M 0.04%
40,999
+2,901
350
$1.07M 0.04%
2,528
-1,091
12 13
14
15 16