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
901
$240K 0.01%
500
-1
902
$240K 0.01%
3,404
-384
903
$239K 0.01%
964
+40
904
$239K 0.01%
3,869
-251
905
$239K 0.01%
1,420
-229
906
$239K 0.01%
5,074
+4,696
907
$238K 0.01%
4,162
-2,039
908
$238K 0.01%
+5,917
909
$238K 0.01%
832
-50
910
$237K 0.01%
1,767
-556
911
$236K 0.01%
6,150
+3,506
912
$236K 0.01%
5,077
+5,045
913
$235K 0.01%
8,049
-1,659
914
$235K 0.01%
2,081
+165
915
$235K 0.01%
3,627
-208
916
$233K 0.01%
4,406
+3,016
917
$233K 0.01%
6,183
-1,063
918
$233K 0.01%
6,252
-1,804
919
$232K 0.01%
14,804
+257
920
$231K 0.01%
24,063
-536
921
$231K 0.01%
134
+42
922
$231K 0.01%
2,722
-1,254
923
$230K 0.01%
2,943
-1,577
924
$230K 0.01%
8,174
+209
925
$230K 0.01%
1,608
-3
35 36
37
38 39