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
676
$403K 0.01%
1,714
+365
677
$402K 0.01%
2,084
+112
678
$400K 0.01%
6,524
-1,436
679
$399K 0.01%
3,579
-28
680
$396K 0.01%
1,054
+99
681
$394K 0.01%
9,268
-397
682
$392K 0.01%
6,532
-3,897
683
$391K 0.01%
11,704
-98
684
$391K 0.01%
5,159
+464
685
$390K 0.01%
40,385
+18,432
686
$389K 0.01%
10,075
-7,120
687
$389K 0.01%
5,753
-6
688
$389K 0.01%
3,596
-1,669
689
$388K 0.01%
802
-101
690
$387K 0.01%
12,610
-3,908
691
$387K 0.01%
16,599
+211
692
$387K 0.01%
9,267
+998
693
$385K 0.01%
102,465
+66,368
694
$383K 0.01%
3,349
-1,644
695
$382K 0.01%
7,584
696
$381K 0.01%
14,262
+5,545
697
$378K 0.01%
2,497
-63
698
$378K 0.01%
4,443
+1,266
699
$377K 0.01%
7,003
+146
700
$375K 0.01%
14,948
26 27
28
29 30