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
1001
$193K 0.01%
3,509
-198
1002
$192K 0.01%
752
+33
1003
$192K 0.01%
922
-226
1004
$191K 0.01%
2,118
+393
1005
$191K 0.01%
1,034
+131
1006
$191K 0.01%
10,542
+9,500
1007
$191K 0.01%
9,265
+105
1008
$191K 0.01%
20,442
-2,055
1009
$190K 0.01%
8,042
+233
1010
$190K 0.01%
3,238
+948
1011
$190K 0.01%
1,905
-135
1012
$190K 0.01%
2,597
-621
1013
$189K 0.01%
21,180
-11,942
1014
$187K 0.01%
17,644
-6,704
1015
$187K 0.01%
3,722
-2,748
1016
$186K 0.01%
2,398
-170
1017
$186K 0.01%
2,184
-1,142
1018
$186K 0.01%
4,113
-3,600
1019
$186K 0.01%
3,232
-153
1020
$185K 0.01%
4,000
-16
1021
$185K 0.01%
+7,306
1022
$185K 0.01%
864
-563
1023
$184K 0.01%
790
-87
1024
$184K 0.01%
8,620
-221
1025
$183K 0.01%
3,300
-350
39 40
41
42 43