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
4051
-5
4052
0
4053
-150
4054
-5,000
4055
-91
4056
-210
4057
-12
4058
-705
4059
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4060
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4061
-7
4062
-51
4063
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4064
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4065
-3,745
4066
-6,530
4067
-475
4068
-14
4069
0
4070
-135
4071
-400
4072
-426
4073
0
4074
-10
4075
0