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
751
$338K 0.01%
1,916
+259
752
$338K 0.01%
2,798
-790
753
$338K 0.01%
34,111
-9,042
754
$338K 0.01%
1,300
755
$337K 0.01%
266
+79
756
$337K 0.01%
6,903
+4,022
757
$337K 0.01%
584
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758
$336K 0.01%
5,949
-180
759
$335K 0.01%
3,418
+19
760
$335K 0.01%
8,811
-1,670
761
$332K 0.01%
11,412
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762
$331K 0.01%
28,951
763
$330K 0.01%
6,300
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764
$330K 0.01%
13,877
+12,757
765
$329K 0.01%
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766
$327K 0.01%
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768
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6,579
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769
$325K 0.01%
765
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770
$325K 0.01%
5,724
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771
$325K 0.01%
167
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772
$325K 0.01%
4,223
-220
773
$324K 0.01%
14,435
+488
774
$323K 0.01%
5,471
+2,475
775
$323K 0.01%
5,332
-25
29 30
31
32 33