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
401
$878K 0.03%
4,136
-10
402
$878K 0.03%
3,401
-3,290
403
$877K 0.03%
16,173
-227
404
$877K 0.03%
17,600
-2,988
405
$877K 0.03%
9,231
+788
406
$872K 0.03%
2,902
+178
407
$870K 0.03%
3,942
+164
408
$866K 0.03%
3,104
+483
409
$865K 0.03%
1,456
+581
410
$862K 0.03%
67,024
+2,018
411
$859K 0.03%
13,410
+1,289
412
$859K 0.03%
14,518
-2,083
413
$855K 0.03%
34,197
+5,045
414
$850K 0.03%
6,433
+663
415
$850K 0.03%
1,810
+147
416
$847K 0.03%
41,962
+1,084
417
$846K 0.03%
9,631
+203
418
$845K 0.03%
1,741
-94
419
$844K 0.03%
4,531
+4,093
420
$843K 0.03%
20,167
+167
421
$843K 0.03%
17,325
+1,548
422
$839K 0.03%
1,849
-732
423
$835K 0.03%
85,945
+6,710
424
$835K 0.03%
10,645
-341
425
$833K 0.03%
33,280
+370
15 16
17
18 19