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
1151
$143K 0.01%
1,965
-66
1152
$143K 0.01%
4,932
1153
$142K 0.01%
2,881
+50
1154
$142K 0.01%
2,605
+1,085
1155
$142K 0.01%
9,335
-85,757
1156
$142K 0.01%
912
-49
1157
$142K 0.01%
6,007
1158
$142K 0.01%
6,008
+78
1159
$141K 0.01%
1,125
-1,539
1160
$141K 0.01%
3,547
-584
1161
$141K 0.01%
432
+21
1162
$140K 0.01%
2,746
+845
1163
$140K 0.01%
322
-305
1164
$140K 0.01%
5,013
+2,113
1165
$139K 0.01%
3,736
-6
1166
$138K 0.01%
1,902
1167
$138K 0.01%
737
+40
1168
$137K 0.01%
11,035
+2,514
1169
$137K 0.01%
2,394
+674
1170
$137K 0.01%
4,055
-1,530
1171
$137K 0.01%
407
+225
1172
$137K 0.01%
5,627
-614
1173
$137K 0.01%
3,785
-669
1174
$137K ﹤0.01%
3,029
+547
1175
$137K ﹤0.01%
1,049
45 46
47
48 49