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
851
$270K 0.01%
899
-258
852
$269K 0.01%
+8,698
853
$269K 0.01%
3,587
+3,453
854
$269K 0.01%
3,192
-609
855
$268K 0.01%
3,588
-87
856
$268K 0.01%
5,420
+1,638
857
$268K 0.01%
2,893
+343
858
$267K 0.01%
1,989
+45
859
$267K 0.01%
2,642
-99
860
$267K 0.01%
4,744
-3,234
861
$266K 0.01%
1,988
-198
862
$266K 0.01%
11,242
+625
863
$265K 0.01%
2,605
+252
864
$265K 0.01%
1,853
+92
865
$264K 0.01%
2,972
-860
866
$263K 0.01%
637
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867
$263K 0.01%
3,678
-14
868
$263K 0.01%
2,300
-1,394
869
$263K 0.01%
7,069
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870
$263K 0.01%
9,977
-6,303
871
$258K 0.01%
1,472
-213
872
$258K 0.01%
5,722
-365
873
$258K 0.01%
6,512
+3,430
874
$257K 0.01%
5,376
+1,925
875
$257K 0.01%
2,286
-1,189
33 34
35
36 37