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
1176
$136K ﹤0.01%
1,515
-2,805
1177
$136K ﹤0.01%
4,459
+4,389
1178
$136K ﹤0.01%
3,766
+1
1179
$135K ﹤0.01%
1,623
+4
1180
$135K ﹤0.01%
5,619
+43
1181
$134K ﹤0.01%
4,846
+1,599
1182
$134K ﹤0.01%
7,721
-487
1183
$134K ﹤0.01%
1,318
-86
1184
$134K ﹤0.01%
379
+23
1185
$133K ﹤0.01%
1,049
-4,405
1186
$133K ﹤0.01%
2,196
+1
1187
$133K ﹤0.01%
1,795
-1,286
1188
$132K ﹤0.01%
6,811
+4,243
1189
$132K ﹤0.01%
1,301
+8
1190
$132K ﹤0.01%
1,329
-206
1191
$132K ﹤0.01%
1,053
-63
1192
$131K ﹤0.01%
3,901
-165
1193
$131K ﹤0.01%
798
-1,024
1194
$131K ﹤0.01%
3,871
+8
1195
$130K ﹤0.01%
1,499
-96
1196
$130K ﹤0.01%
2,512
-303
1197
$130K ﹤0.01%
469
+276
1198
$130K ﹤0.01%
1,275
1199
$129K ﹤0.01%
2,249
-751
1200
$129K ﹤0.01%
616
-53
46 47
48
49 50