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
776
$322K 0.01%
529
-76
777
$321K 0.01%
4,204
+660
778
$321K 0.01%
5,381
+5,257
779
$321K 0.01%
10,851
+5,351
780
$320K 0.01%
978
+54
781
$320K 0.01%
3,529
-542
782
$320K 0.01%
3,782
+101
783
$318K 0.01%
3,559
+593
784
$317K 0.01%
2,267
-101
785
$316K 0.01%
6,010
-621
786
$315K 0.01%
2,170
+175
787
$315K 0.01%
3,360
-315
788
$314K 0.01%
2,692
-608
789
$314K 0.01%
29,498
790
$314K 0.01%
5,061
-2,372
791
$313K 0.01%
4,105
-441
792
$311K 0.01%
1,257
+75
793
$310K 0.01%
980
-108
794
$308K 0.01%
1,537
-295
795
$307K 0.01%
5,949
+100
796
$307K 0.01%
5,419
+1
797
$307K 0.01%
2,096
-575
798
$306K 0.01%
3,071
+1,065
799
$306K 0.01%
2,983
-292
800
$306K 0.01%
43,277
+7,000
30 31
32
33 34