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
826
$287K 0.01%
2,849
+216
827
$286K 0.01%
2,290
-57
828
$286K 0.01%
2,728
+767
829
$285K 0.01%
3,097
-334
830
$284K 0.01%
10,041
+1,340
831
$284K 0.01%
3,180
+240
832
$284K 0.01%
4,382
-78
833
$284K 0.01%
+10,399
834
$283K 0.01%
1,969
+888
835
$283K 0.01%
8,772
+518
836
$283K 0.01%
2,030
-371
837
$281K 0.01%
2,232
-203
838
$281K 0.01%
1,496
+107
839
$279K 0.01%
15,659
-2,285
840
$279K 0.01%
3,669
-23
841
$278K 0.01%
10,170
842
$278K 0.01%
11,021
+1,166
843
$277K 0.01%
9,440
844
$276K 0.01%
3,145
-3,521
845
$275K 0.01%
21,184
-116
846
$275K 0.01%
15,705
+4,750
847
$275K 0.01%
7,411
-3,587
848
$274K 0.01%
3,363
+278
849
$273K 0.01%
2,283
-162
850
$272K 0.01%
1,600
-279
32 33
34
35 36