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
976
$204K 0.01%
447
-29
977
$203K 0.01%
972
-61
978
$203K 0.01%
3,729
+216
979
$202K 0.01%
5,088
-1,026
980
$202K 0.01%
17,263
+3,482
981
$202K 0.01%
6,544
-173
982
$202K 0.01%
6,132
983
$202K 0.01%
978
-8
984
$201K 0.01%
6,206
-7,670
985
$200K 0.01%
12,317
+699
986
$200K 0.01%
8,100
987
$200K 0.01%
590
-14
988
$199K 0.01%
1,602
+79
989
$199K 0.01%
+3,692
990
$198K 0.01%
1,570
-290
991
$198K 0.01%
4,514
-12,954
992
$197K 0.01%
4,378
+339
993
$197K 0.01%
953
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994
$195K 0.01%
1,607
+251
995
$194K 0.01%
2,604
-194
996
$193K 0.01%
1,255
+294
997
$193K 0.01%
8,305
+25
998
$193K 0.01%
7,552
-603
999
$193K 0.01%
5,036
-666
1000
$193K 0.01%
1,889
+600
38 39
40
41 42