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
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
-849
891
$247K 0.01%
3,972
-1,729
892
$246K 0.01%
21,822
-444
893
$245K 0.01%
9,374
+401
894
$245K 0.01%
6,555
-4,415
895
$245K 0.01%
2,846
+14
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%
1,079
+23
34 35
36
37 38