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 Short 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
51
$10.9M 0.4%
197,101
+27,181
52
$10.9M 0.39%
14,125
+152
53
$10.8M 0.39%
311,605
-19,625
54
$10.7M 0.39%
308,917
+69,935
55
$10.6M 0.38%
+346,336
56
$10.4M 0.38%
71,752
-1,886
57
$10.3M 0.37%
60,824
-17,918
58
$10.3M 0.37%
112,211
+97,018
59
$10M 0.36%
416,783
-88,479
60
$9.83M 0.36%
40,998
-2,897
61
$9.77M 0.35%
105,343
+104,576
62
$9.57M 0.35%
277,580
+277,573
63
$9.39M 0.34%
114,528
-2,857
64
$9.39M 0.34%
47,932
+12,357
65
$9.36M 0.34%
179,995
+73,635
66
$9.31M 0.34%
404,925
-10,186
67
$8.95M 0.32%
153,806
+16,285
68
$8.71M 0.32%
194,183
+189,226
69
$8.69M 0.31%
43,864
+10,665
70
$8.49M 0.31%
21,834
-458
71
$8.43M 0.3%
168,789
+35,359
72
$8.22M 0.3%
94,083
-8,303
73
$8.21M 0.3%
202,772
-9,838
74
$8.11M 0.29%
130,175
-1,946
75
$8.11M 0.29%
48,654
+6,588
1 2
3
4 5