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
376
$979K 0.04%
8,125
-782
377
$973K 0.04%
25,556
+975
378
$970K 0.04%
2,409
+107
379
$969K 0.04%
13,959
+1,600
380
$956K 0.03%
5,648
-721
381
$955K 0.03%
2,587
-129
382
$952K 0.03%
19,149
-452
383
$950K 0.03%
477
+221
384
$945K 0.03%
9,135
-4,636
385
$940K 0.03%
8,603
-665
386
$933K 0.03%
8,186
+229
387
$930K 0.03%
4,608
+527
388
$929K 0.03%
17,755
+7,416
389
$927K 0.03%
11,993
+898
390
$926K 0.03%
7,028
+167
391
$919K 0.03%
34,007
+33,746
392
$917K 0.03%
11,197
+357
393
$917K 0.03%
34,998
+8,207
394
$914K 0.03%
7,732
+297
395
$911K 0.03%
10,719
+2,648
396
$910K 0.03%
18,614
+290
397
$910K 0.03%
2,034
-298
398
$897K 0.03%
18,622
-1,046
399
$890K 0.03%
17,275
-2,432
400
$881K 0.03%
13,551
+11,802
14 15
16
17 18