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
1051
$175K 0.01%
1,057
-285
1052
$175K 0.01%
331
-58
1053
$174K 0.01%
10,794
-3,777
1054
$174K 0.01%
7,192
+72
1055
$173K 0.01%
2,948
+5
1056
$172K 0.01%
7,192
+300
1057
$172K 0.01%
3,713
+3,480
1058
$171K 0.01%
1,304
+48
1059
$171K 0.01%
982
+166
1060
$170K 0.01%
2,972
-4,977
1061
$169K 0.01%
5,065
+1,125
1062
$168K 0.01%
4,076
+54
1063
$168K 0.01%
9,631
+8,996
1064
$168K 0.01%
2,211
-375
1065
$167K 0.01%
6,351
-11,707
1066
$167K 0.01%
6,552
+46
1067
$167K 0.01%
2,964
+1,139
1068
$166K 0.01%
2,705
+468
1069
$166K 0.01%
1,843
-5,322
1070
$165K 0.01%
2,806
-452
1071
$165K 0.01%
6,219
-56
1072
$165K 0.01%
4,012
+438
1073
$164K 0.01%
4,978
+4,850
1074
$164K 0.01%
741
-71
1075
$164K 0.01%
804
+649
41 42
43
44 45