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
1251
$114K ﹤0.01%
2,433
+108
1252
$114K ﹤0.01%
3,127
+464
1253
$113K ﹤0.01%
4,474
+360
1254
$113K ﹤0.01%
3,617
+2,480
1255
$113K ﹤0.01%
2,984
+238
1256
$113K ﹤0.01%
24,334
+15,791
1257
$113K ﹤0.01%
11,820
+884
1258
$113K ﹤0.01%
3,066
-182
1259
$112K ﹤0.01%
1,594
+10
1260
$112K ﹤0.01%
4,524
-588
1261
$112K ﹤0.01%
1,654
-102
1262
$112K ﹤0.01%
1,268
-77
1263
$111K ﹤0.01%
709
+280
1264
$111K ﹤0.01%
2,828
-36
1265
$111K ﹤0.01%
4,400
-30,405
1266
$111K ﹤0.01%
2,044
-150
1267
$111K ﹤0.01%
4,906
1268
$110K ﹤0.01%
2,424
+710
1269
$110K ﹤0.01%
537
-65
1270
$110K ﹤0.01%
658
+19
1271
$110K ﹤0.01%
870
-1,405
1272
$109K ﹤0.01%
4,705
-1,930
1273
$109K ﹤0.01%
4,016
-685
1274
$109K ﹤0.01%
6,771
-54,167
1275
$109K ﹤0.01%
4,490
-7
49 50
51
52 53