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
451
$769K 0.03%
13,541
-893
452
$768K 0.03%
21,901
+18,018
453
$766K 0.03%
7,252
-908
454
$762K 0.03%
26,910
+654
455
$762K 0.03%
2,352
+1,332
456
$761K 0.03%
13,034
+149
457
$760K 0.03%
4,682
-4,660
458
$759K 0.03%
4,802
+429
459
$753K 0.03%
7,123
-1,723
460
$752K 0.03%
1,588
-56
461
$749K 0.03%
17,566
-5,825
462
$748K 0.03%
19,505
-43,423
463
$748K 0.03%
14,712
+12,212
464
$745K 0.03%
7,511
+6,190
465
$741K 0.03%
18,456
-1,288
466
$738K 0.03%
4,492
+81
467
$731K 0.03%
21,567
+14,931
468
$730K 0.03%
4,092
+1,424
469
$729K 0.03%
3,011
-415
470
$729K 0.03%
4,547
-338
471
$726K 0.03%
37,083
+3,539
472
$724K 0.03%
3,234
+594
473
$722K 0.03%
22,971
-5,003
474
$720K 0.03%
12,047
-2,902
475
$718K 0.03%
+18,235
17 18
19
20 21