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
351
$1.07M 0.04%
15,120
+13,850
352
$1.07M 0.04%
14,773
+2,413
353
$1.07M 0.04%
22,430
-1,506
354
$1.06M 0.04%
23,101
-8,512
355
$1.06M 0.04%
6,006
+400
356
$1.06M 0.04%
23,928
-3,898
357
$1.06M 0.04%
+27,974
358
$1.05M 0.04%
46,229
+117
359
$1.05M 0.04%
10,460
-825
360
$1.04M 0.04%
3,766
-20
361
$1.03M 0.04%
9,335
-1,985
362
$1.03M 0.04%
9,654
+721
363
$1.02M 0.04%
9,253
+617
364
$1.02M 0.04%
22,438
+2,188
365
$1.02M 0.04%
24,738
+8,840
366
$1.02M 0.04%
30,871
-7,923
367
$1.02M 0.04%
20,529
+19,058
368
$1.02M 0.04%
18,788
-1,108
369
$1.01M 0.04%
11,546
+1,904
370
$1.01M 0.04%
38,615
-3,607
371
$1M 0.04%
33,000
372
$996K 0.04%
35,742
+1,794
373
$992K 0.04%
19,662
-2,333
374
$988K 0.04%
11,060
-263
375
$986K 0.04%
7,522
-789
13 14
15
16 17