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
1226
$120K ﹤0.01%
2,650
-3,138
1227
$120K ﹤0.01%
1,194
+118
1228
$120K ﹤0.01%
1,920
+573
1229
$120K ﹤0.01%
2,016
+1,102
1230
$119K ﹤0.01%
1,199
-389
1231
$119K ﹤0.01%
+3,552
1232
$119K ﹤0.01%
681
+94
1233
$118K ﹤0.01%
4,060
+1,541
1234
$118K ﹤0.01%
+4,496
1235
$117K ﹤0.01%
2,156
-153
1236
$117K ﹤0.01%
4,150
+2,077
1237
$117K ﹤0.01%
5,187
1238
$116K ﹤0.01%
700
-2,046
1239
$116K ﹤0.01%
4,291
-564
1240
$116K ﹤0.01%
15,639
+250
1241
$115K ﹤0.01%
406
+135
1242
$115K ﹤0.01%
342
+17
1243
$115K ﹤0.01%
2,621
-11,831
1244
$115K ﹤0.01%
8,309
-1,719
1245
$115K ﹤0.01%
+2,646
1246
$115K ﹤0.01%
3,826
1247
$115K ﹤0.01%
565
+176
1248
$114K ﹤0.01%
1,299
-17
1249
$114K ﹤0.01%
4,857
+1,402
1250
$114K ﹤0.01%
1,177
+74
48 49
50
51 52