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
501
$671K 0.02%
12,972
+1,645
502
$669K 0.02%
17,459
-539
503
$669K 0.02%
7,841
-1,049
504
$656K 0.02%
30,738
-5,299
505
$648K 0.02%
15,642
+1,885
506
$645K 0.02%
1,900
-480
507
$644K 0.02%
4,508
-461
508
$643K 0.02%
5,826
-175
509
$640K 0.02%
3,418
+108
510
$639K 0.02%
7,268
-59,616
511
$632K 0.02%
4,187
-44
512
$631K 0.02%
2,604
+94
513
$630K 0.02%
2,730
+42
514
$627K 0.02%
6,668
-9
515
$627K 0.02%
12,121
-2,640
516
$627K 0.02%
11,114
-17,204
517
$626K 0.02%
12,088
+393
518
$624K 0.02%
7,863
-573
519
$624K 0.02%
14,376
-2,167
520
$623K 0.02%
15,487
-644
521
$617K 0.02%
1,739
+982
522
$615K 0.02%
21,044
+248
523
$605K 0.02%
6,558
-684
524
$605K 0.02%
3,661
+2,013
525
$603K 0.02%
6,122
-956
19 20
21
22 23