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 Trust iShares 0-1 Year 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
426
$830K 0.03%
3,909
-627
427
$826K 0.03%
8,687
-232
428
$825K 0.03%
17,836
+2,540
429
$824K 0.03%
25,091
+4,568
430
$824K 0.03%
1,439
-1,702
431
$824K 0.03%
12,620
+11,070
432
$820K 0.03%
11,076
-16,274
433
$818K 0.03%
6,194
+1,726
434
$818K 0.03%
11,993
+10,715
435
$817K 0.03%
1,435
-34
436
$809K 0.03%
13,413
-3,280
437
$809K 0.03%
2,789
+184
438
$808K 0.03%
15,370
+9,064
439
$806K 0.03%
5,634
440
$802K 0.03%
1,261
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441
$796K 0.03%
2,157
+634
442
$792K 0.03%
16,020
+15,737
443
$783K 0.03%
3,465
-74
444
$782K 0.03%
5,248
+860
445
$781K 0.03%
2,240
-227
446
$777K 0.03%
40,987
+180
447
$776K 0.03%
7,464
-825
448
$773K 0.03%
22,647
+22,378
449
$771K 0.03%
13,427
+1,955
450
$770K 0.03%
20,177
+1,912
16 17
18
19 20