FFA

Farther Finance Advisors Portfolio holdings

AUM $10.6B
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
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 +$14.8M
2 +$13.1M
3 +$13.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$11.5M

Top Sells

1 +$72.8M
2 +$36.7M
3 +$10.4M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$10.3M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.66M

Sector Composition

1 Technology 10.41%
2 Financials 4.58%
3 Consumer Discretionary 3.66%
4 Healthcare 3.06%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$256K 0.01%
12,652
-2,558
877
$256K 0.01%
5,065
878
$255K 0.01%
1,026
+41
879
$254K 0.01%
548
-5
880
$254K 0.01%
6,128
-827
881
$252K 0.01%
9,154
+2,166
882
$252K 0.01%
5,429
+2,028
883
$251K 0.01%
+6,525
884
$251K 0.01%
3,110
-298
885
$251K 0.01%
3,098
-3,333
886
$251K 0.01%
11,000
-35,995
887
$251K 0.01%
11,844
-8,511
888
$249K 0.01%
14,227
889
$247K 0.01%
6,625
+121
890
$247K 0.01%
5,407
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891
$247K 0.01%
3,972
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$246K 0.01%
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$245K 0.01%
9,374
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6,555
-4,415
895
$245K 0.01%
2,846
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896
$245K 0.01%
3,635
-145
897
$244K 0.01%
1,595
-6,061
898
$244K 0.01%
4,476
+1,020
899
$243K 0.01%
3,152
+2,597
900
$242K 0.01%
2,158
+46