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
1201
$129K ﹤0.01%
3,121
+2,144
1202
$129K ﹤0.01%
1,882
-189
1203
$129K ﹤0.01%
2,561
-16,198
1204
$128K ﹤0.01%
3,548
+349
1205
$128K ﹤0.01%
534
-28
1206
$128K ﹤0.01%
1,379
-240
1207
$127K ﹤0.01%
3,949
+248
1208
$126K ﹤0.01%
589
+221
1209
$126K ﹤0.01%
484
-27
1210
$126K ﹤0.01%
1,486
-4
1211
$126K ﹤0.01%
7,039
+6,898
1212
$126K ﹤0.01%
7,220
+2,220
1213
$125K ﹤0.01%
4,505
-1,067
1214
$125K ﹤0.01%
+13,600
1215
$125K ﹤0.01%
6,310
+162
1216
$124K ﹤0.01%
3,927
-81
1217
$124K ﹤0.01%
4,037
+709
1218
$124K ﹤0.01%
2,290
-1,635
1219
$124K ﹤0.01%
37,665
+75
1220
$123K ﹤0.01%
2,940
+850
1221
$123K ﹤0.01%
3,344
-98
1222
$122K ﹤0.01%
1,985
-92
1223
$122K ﹤0.01%
2,241
-448
1224
$122K ﹤0.01%
+1,496
1225
$121K ﹤0.01%
687
+85
47 48
49
50 51