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
1301
$103K ﹤0.01%
10,300
1302
$103K ﹤0.01%
291
-37
1303
$103K ﹤0.01%
1,350
1304
$103K ﹤0.01%
6,000
1305
$102K ﹤0.01%
2,112
+2,000
1306
$102K ﹤0.01%
2,428
+199
1307
$102K ﹤0.01%
553
+75
1308
$102K ﹤0.01%
324
+87
1309
$102K ﹤0.01%
4,301
+67
1310
$101K ﹤0.01%
483
-117
1311
$101K ﹤0.01%
2,946
-319
1312
$101K ﹤0.01%
5,503
+1,436
1313
$101K ﹤0.01%
2,830
+2,106
1314
$98.6K ﹤0.01%
5,387
+1,015
1315
$98.6K ﹤0.01%
1,899
+1,397
1316
$98.4K ﹤0.01%
1,062
+980
1317
$98K ﹤0.01%
2,340
+13
1318
$97.9K ﹤0.01%
1,944
-237
1319
$97.9K ﹤0.01%
+4,713
1320
$97.7K ﹤0.01%
+9,954
1321
$97.7K ﹤0.01%
2,024
-407
1322
$97.2K ﹤0.01%
494
-609
1323
$97.1K ﹤0.01%
361
-30
1324
$96.8K ﹤0.01%
464
-132
1325
$96.5K ﹤0.01%
1,503
-16
51 52
53
54 55