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
801
$304K 0.01%
10,614
-1,064
802
$303K 0.01%
5,627
-368
803
$303K 0.01%
11,055
-1,661
804
$302K 0.01%
9,899
-6,985
805
$301K 0.01%
2,561
-1
806
$300K 0.01%
426
-10
807
$300K 0.01%
3,693
+15
808
$299K 0.01%
+25,092
809
$299K 0.01%
15,088
+6,122
810
$299K 0.01%
+6,001
811
$296K 0.01%
+6,000
812
$296K 0.01%
5,966
+1,789
813
$295K 0.01%
36,165
+6,285
814
$294K 0.01%
13,261
+20
815
$294K 0.01%
1,029
-494
816
$294K 0.01%
4,809
+121
817
$293K 0.01%
2,875
-39
818
$293K 0.01%
5,491
-377
819
$291K 0.01%
2,514
-47
820
$290K 0.01%
4,787
-1,613
821
$290K 0.01%
1,378
-1,268
822
$290K 0.01%
8,258
-5,440
823
$288K 0.01%
3,605
+138
824
$287K 0.01%
9,151
-886
825
$287K 0.01%
9,263
-309
31 32
33
34 35