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
651
$424K 0.02%
6,250
+1,590
652
$424K 0.02%
9,714
+811
653
$423K 0.02%
6,749
-1,957
654
$423K 0.02%
4,912
-58
655
$421K 0.02%
15,273
-4,999
656
$421K 0.02%
1,041
-261
657
$420K 0.02%
3,427
-126
658
$419K 0.02%
1,550
-227
659
$417K 0.02%
1,391
+5
660
$417K 0.02%
1,489
+98
661
$417K 0.02%
33,184
-102
662
$416K 0.02%
+19,613
663
$416K 0.02%
9,009
+125
664
$414K 0.02%
2,258
-2,167
665
$413K 0.01%
23,866
666
$412K 0.01%
3,630
-1,195
667
$411K 0.01%
7,904
+1,511
668
$410K 0.01%
1,792
+842
669
$410K 0.01%
11,830
+2,145
670
$409K 0.01%
573
-151
671
$408K 0.01%
4,724
-230
672
$406K 0.01%
16,668
+3,562
673
$406K 0.01%
2,824
674
$404K 0.01%
5,139
+86
675
$404K 0.01%
35,885
+21,775
25 26
27
28 29