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 Short 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
76
$8M 0.29%
168,723
-22,160
77
$7.8M 0.28%
46,505
+1,094
78
$7.61M 0.28%
8,302
-119
79
$7.51M 0.27%
51,897
-1,132
80
$7.43M 0.27%
69,077
-214
81
$7.23M 0.26%
31,082
+2,134
82
$7.22M 0.26%
20,527
+1,194
83
$7.02M 0.25%
253,230
+211,758
84
$6.97M 0.25%
78,196
-20,142
85
$6.85M 0.25%
61,503
+19,509
86
$6.53M 0.24%
125,593
+21,452
87
$6.49M 0.23%
16,149
+395
88
$6.42M 0.23%
12,198
-1,121
89
$6.41M 0.23%
49,750
+2,921
90
$6.39M 0.23%
15,559
+807
91
$6.37M 0.23%
12,598
+67
92
$6.35M 0.23%
23,560
-837
93
$6.17M 0.22%
235,745
+151,878
94
$6.17M 0.22%
79,087
-3,071
95
$6.11M 0.22%
18,275
+2,324
96
$6.08M 0.22%
52,524
+17,248
97
$5.93M 0.21%
59,351
-869
98
$5.91M 0.21%
61,241
+7,172
99
$5.82M 0.21%
96,510
+4,738
100
$5.76M 0.21%
114,967
+42,274
2 3
4
5 6