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
1076
$163K 0.01%
3,865
+225
1077
$163K 0.01%
1,000
-35
1078
$163K 0.01%
7,606
1079
$163K 0.01%
2,752
+100
1080
$162K 0.01%
8,349
-1,439
1081
$162K 0.01%
314
-3
1082
$162K 0.01%
3,625
+125
1083
$162K 0.01%
2,800
-186
1084
$162K 0.01%
18,386
+16,759
1085
$162K 0.01%
8,855
+160
1086
$162K 0.01%
5,899
+173
1087
$161K 0.01%
6,900
-45,862
1088
$161K 0.01%
+2,415
1089
$161K 0.01%
4,452
-11
1090
$160K 0.01%
1,707
+1,684
1091
$160K 0.01%
1,378
-34
1092
$160K 0.01%
4,009
+461
1093
$160K 0.01%
2,788
+155
1094
$160K 0.01%
1,462
+1,417
1095
$159K 0.01%
7,567
+100
1096
$159K 0.01%
1,383
+82
1097
$159K 0.01%
10,946
+763
1098
$159K 0.01%
1,390
-219
1099
$159K 0.01%
721
-139
1100
$158K 0.01%
703
+112
42 43
44
45 46