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 Short 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
101
$5.59M 0.2%
79,542
+856
102
$5.41M 0.2%
254,089
-1,673,232
103
$5.24M 0.19%
202,896
-7,596
104
$5.22M 0.19%
126,054
+101,814
105
$4.96M 0.18%
38,535
+2,186
106
$4.81M 0.17%
81,777
+12,304
107
$4.73M 0.17%
70,899
+38,709
108
$4.7M 0.17%
48,533
-30,621
109
$4.67M 0.17%
99,521
+42,275
110
$4.64M 0.17%
107,979
-337
111
$4.59M 0.17%
57,522
+19,242
112
$4.58M 0.17%
80,747
+33,215
113
$4.57M 0.17%
33,231
+4,169
114
$4.55M 0.16%
245,961
-18,081
115
$4.44M 0.16%
210,945
+69,363
116
$4.4M 0.16%
28,960
+1,923
117
$4.33M 0.16%
50,283
+20,546
118
$4.3M 0.16%
14,895
+1,270
119
$4.29M 0.16%
47,192
+5,219
120
$4.25M 0.15%
102,930
-65,668
121
$4.24M 0.15%
76,098
+3,927
122
$4.19M 0.15%
145,823
+5,730
123
$4.18M 0.15%
184,231
+64,432
124
$4.15M 0.15%
70,055
+101
125
$4.11M 0.15%
69,824
-2,410
3 4
5
6 7