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
1101
$158K 0.01%
6,531
-2,617
1102
$158K 0.01%
14,084
1103
$157K 0.01%
1,173
+43
1104
$156K 0.01%
737
-1,542
1105
$156K 0.01%
6,662
-1,621
1106
$156K 0.01%
1,156
+64
1107
$155K 0.01%
7,362
-1,351
1108
$155K 0.01%
1,298
-6
1109
$155K 0.01%
368
+20
1110
$154K 0.01%
2,150
-313
1111
$153K 0.01%
11,421
-8
1112
$153K 0.01%
2,074
+79
1113
$153K 0.01%
1,676
-1
1114
$153K 0.01%
8,639
-1,535
1115
$153K 0.01%
2,942
-282
1116
$152K 0.01%
3,502
+417
1117
$152K 0.01%
1,796
-1
1118
$152K 0.01%
1,162
+132
1119
$152K 0.01%
980
-41
1120
$151K 0.01%
+4,959
1121
$151K 0.01%
2,813
+100
1122
$151K 0.01%
9,001
+4,408
1123
$151K 0.01%
3,834
+977
1124
$151K 0.01%
1,369
-677
1125
$151K 0.01%
659
-9
43 44
45
46 47