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
701
$375K 0.01%
10,444
+360
702
$375K 0.01%
4,796
+353
703
$374K 0.01%
21,417
-101
704
$374K 0.01%
5,899
-1,367
705
$374K 0.01%
4,413
-3,096
706
$374K 0.01%
6,150
+113
707
$372K 0.01%
18,491
+2,369
708
$372K 0.01%
10,145
+1,439
709
$371K 0.01%
6,467
-186
710
$370K 0.01%
2,175
-511
711
$370K 0.01%
11,138
+180
712
$370K 0.01%
8,027
-2,339
713
$370K 0.01%
7,250
-1,064
714
$369K 0.01%
16,998
-16,197
715
$368K 0.01%
4,687
+470
716
$368K 0.01%
333
+7
717
$368K 0.01%
7,102
+1,903
718
$368K 0.01%
3,377
-598
719
$368K 0.01%
4,119
-1,136
720
$366K 0.01%
863
-263
721
$364K 0.01%
4,739
-107
722
$364K 0.01%
10,087
-524
723
$363K 0.01%
1,319
-447
724
$363K 0.01%
1,432
+259
725
$362K 0.01%
16,825
-4,338
27 28
29
30 31