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
626
$449K 0.02%
4,829
-746
627
$448K 0.02%
212
+166
628
$447K 0.02%
3,548
-62
629
$446K 0.02%
743
-48
630
$442K 0.02%
7,230
-471
631
$441K 0.02%
13,909
+432
632
$441K 0.02%
20,659
+2,117
633
$440K 0.02%
8,056
-2,578
634
$440K 0.02%
1,325
-176
635
$439K 0.02%
2,000
636
$439K 0.02%
25,430
+24,580
637
$439K 0.02%
5,112
-1,712
638
$438K 0.02%
2,336
+1,065
639
$437K 0.02%
2,536
-245
640
$436K 0.02%
2,515
+593
641
$434K 0.02%
15,144
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642
$433K 0.02%
24,020
+2,776
643
$430K 0.02%
8,676
+2,249
644
$429K 0.02%
16,614
+1,294
645
$429K 0.02%
13,967
+2,639
646
$429K 0.02%
2,316
-584
647
$427K 0.02%
15,783
+2,526
648
$426K 0.02%
3,473
-6
649
$426K 0.02%
13,423
-29
650
$425K 0.02%
9,182
+9,023
24 25
26
27 28