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
526
$600K 0.02%
26,424
+874
527
$596K 0.02%
9,172
528
$595K 0.02%
20,042
-4,010
529
$591K 0.02%
21,564
-4,285
530
$588K 0.02%
18,395
-533
531
$587K 0.02%
3,194
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532
$586K 0.02%
4,328
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533
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5,167
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534
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17,616
-6,512
535
$576K 0.02%
5,451
-374
536
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11,339
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537
$574K 0.02%
12,797
-2,913
538
$574K 0.02%
3,716
+18
539
$572K 0.02%
10,591
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540
$569K 0.02%
962
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541
$569K 0.02%
9,905
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542
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543
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6,585
-673
544
$561K 0.02%
891
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545
$560K 0.02%
3,136
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546
$560K 0.02%
21,597
-2,832
547
$560K 0.02%
13,030
+583
548
$559K 0.02%
7,216
+632
549
$557K 0.02%
17,457
+498
550
$555K 0.02%
16,912
20 21
22
23 24