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
951
$218K 0.01%
68
-7
952
$217K 0.01%
3,714
+98
953
$217K 0.01%
3,163
+2
954
$217K 0.01%
12,000
955
$217K 0.01%
1,322
-221
956
$216K 0.01%
+3,806
957
$216K 0.01%
12,069
+63
958
$214K 0.01%
5,100
-1,382
959
$214K 0.01%
3,915
-340
960
$214K 0.01%
12,485
-8,616
961
$213K 0.01%
6,656
+814
962
$212K 0.01%
+5,654
963
$212K 0.01%
2,239
+4
964
$212K 0.01%
2,736
-1,347
965
$211K 0.01%
12,194
+11,575
966
$211K 0.01%
6,784
967
$210K 0.01%
7,925
968
$209K 0.01%
1,775
-560
969
$208K 0.01%
1,097
-16
970
$206K 0.01%
2,278
-161
971
$206K 0.01%
5,086
+1,480
972
$205K 0.01%
2,221
+49
973
$205K 0.01%
4,447
+410
974
$205K 0.01%
6,396
-15
975
$204K 0.01%
801
+230
37 38
39
40 41