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
1126
$151K 0.01%
1,132
+68
1127
$150K 0.01%
+2,812
1128
$150K 0.01%
5,698
1129
$150K 0.01%
1,085
-1,035
1130
$149K 0.01%
2,902
+428
1131
$149K 0.01%
2,599
+2,365
1132
$148K 0.01%
1,216
+241
1133
$148K 0.01%
3,904
-3,927
1134
$148K 0.01%
4,775
-90
1135
$148K 0.01%
1,280
-123
1136
$148K 0.01%
2,224
+56
1137
$148K 0.01%
+4,828
1138
$147K 0.01%
754
-23
1139
$147K 0.01%
5,827
-60
1140
$147K 0.01%
3,991
-772
1141
$146K 0.01%
3,519
+2,615
1142
$146K 0.01%
6,173
+593
1143
$146K 0.01%
784
+149
1144
$146K 0.01%
2,975
-419
1145
$145K 0.01%
2,010
-163
1146
$145K 0.01%
6,592
+2,054
1147
$145K 0.01%
679
+356
1148
$145K 0.01%
1,361
-2
1149
$144K 0.01%
+1,340
1150
$144K 0.01%
1,881
+175
44 45
46
47 48