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
576
$507K 0.02%
10,267
-4,754
577
$505K 0.02%
7,815
+256
578
$504K 0.02%
6,380
-29
579
$501K 0.02%
7,860
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580
$501K 0.02%
7,931
+4,837
581
$501K 0.02%
+13,607
582
$501K 0.02%
1,813
-64
583
$498K 0.02%
12,105
+3,980
584
$498K 0.02%
5,128
+3,481
585
$496K 0.02%
1,297
-2,164
586
$495K 0.02%
6,069
+5,344
587
$494K 0.02%
2,550
-714
588
$494K 0.02%
2,627
-26
589
$493K 0.02%
24,810
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590
$492K 0.02%
1,442
-92
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$491K 0.02%
7,519
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592
$491K 0.02%
9,712
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593
$490K 0.02%
1,742
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594
$489K 0.02%
2,410
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595
$488K 0.02%
3,719
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596
$488K 0.02%
20,024
-553
597
$484K 0.02%
7,094
-104
598
$483K 0.02%
1,147
-284
599
$483K 0.02%
2,614
+931
600
$482K 0.02%
4,588
-5,119
22 23
24
25 26