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
601
$480K 0.02%
10,339
+309
602
$480K 0.02%
1,769
+1,368
603
$480K 0.02%
8,729
-1,443
604
$480K 0.02%
6,659
+37
605
$479K 0.02%
2,703
+383
606
$478K 0.02%
25,700
-2,224
607
$478K 0.02%
7,083
+1,227
608
$477K 0.02%
9,883
-1,066
609
$475K 0.02%
7,268
+5,726
610
$474K 0.02%
18,799
+6,033
611
$473K 0.02%
17,433
-1,516
612
$472K 0.02%
2,298
-572
613
$470K 0.02%
16,773
+110
614
$469K 0.02%
2,456
+276
615
$468K 0.02%
3,559
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616
$466K 0.02%
8,748
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617
$464K 0.02%
871
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618
$463K 0.02%
5,199
-110
619
$462K 0.02%
14,734
-2,026
620
$460K 0.02%
995
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621
$460K 0.02%
3,295
-164
622
$455K 0.02%
5,944
+5,203
623
$454K 0.02%
267
-4
624
$453K 0.02%
3,144
-559
625
$450K 0.02%
1,213
+9
23 24
25
26 27