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
476
$713K 0.03%
3,144
+944
477
$711K 0.03%
28,038
-22,594
478
$711K 0.03%
29,268
+5,796
479
$711K 0.03%
2,802
-36
480
$706K 0.03%
3,077
+1,692
481
$705K 0.03%
3,897
-326
482
$705K 0.03%
3,355
+139
483
$705K 0.03%
1,488
-144
484
$705K 0.03%
26,534
+8,123
485
$703K 0.03%
6,998
-594
486
$702K 0.03%
5,441
-5,934
487
$702K 0.03%
21,633
-16
488
$701K 0.03%
25,872
+1,509
489
$699K 0.03%
21,417
-442
490
$695K 0.03%
13,155
-462
491
$695K 0.03%
4,264
-92
492
$692K 0.03%
14,467
+530
493
$691K 0.03%
15,155
-744
494
$689K 0.02%
2,940
+584
495
$686K 0.02%
727
-135
496
$681K 0.02%
2,767
+354
497
$678K 0.02%
3,434
+3,147
498
$675K 0.02%
14,302
+333
499
$672K 0.02%
2,862
-83
500
$671K 0.02%
8,378
+4,546
18 19
20
21 22