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
926
$229K 0.01%
3,635
+1,785
927
$229K 0.01%
9,310
-1,146
928
$228K 0.01%
4,539
-2,267
929
$228K 0.01%
661
-33
930
$227K 0.01%
1,318
-141
931
$226K 0.01%
10,964
+5,196
932
$226K 0.01%
11,136
+117
933
$226K 0.01%
4,408
-2,373
934
$225K 0.01%
1,455
-787
935
$225K 0.01%
2,521
-494
936
$224K 0.01%
6,292
+1,524
937
$224K 0.01%
1,239
-176
938
$224K 0.01%
1,149
+148
939
$222K 0.01%
1,884
-369
940
$222K 0.01%
3,905
+138
941
$222K 0.01%
14,991
-2,486
942
$222K 0.01%
14,650
+1,663
943
$221K 0.01%
1,005
-134
944
$220K 0.01%
7,525
+984
945
$220K 0.01%
2,752
+1,319
946
$220K 0.01%
4,219
-1,653
947
$219K 0.01%
3,851
-359
948
$219K 0.01%
1,874
-135
949
$218K 0.01%
2,694
-6,613
950
$218K 0.01%
2,571
-229
36 37
38
39 40