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
1326
$95.9K ﹤0.01%
2,583
-205
1327
$95.8K ﹤0.01%
329
-80
1328
$95.4K ﹤0.01%
883
+337
1329
$95.1K ﹤0.01%
+1,800
1330
$94.3K ﹤0.01%
1,633
+1,075
1331
$94.3K ﹤0.01%
1,833
1332
$93.9K ﹤0.01%
4,543
-367
1333
$93.3K ﹤0.01%
4,367
+66
1334
$93.2K ﹤0.01%
601
-349
1335
$92.8K ﹤0.01%
5,555
+1,154
1336
$92.5K ﹤0.01%
5,512
+2,311
1337
$92.3K ﹤0.01%
2,707
+1,156
1338
$92.3K ﹤0.01%
2,480
+353
1339
$91.9K ﹤0.01%
3,667
-16,506
1340
$91.7K ﹤0.01%
1,880
-4,524
1341
$91.3K ﹤0.01%
1,440
1342
$91.1K ﹤0.01%
365
-146
1343
$91K ﹤0.01%
1,552
1344
$91K ﹤0.01%
1,553
-705
1345
$91K ﹤0.01%
1,010
+10
1346
$90.9K ﹤0.01%
1,861
-88
1347
$90.8K ﹤0.01%
944
+556
1348
$90.8K ﹤0.01%
931
-425
1349
$90.8K ﹤0.01%
985
-4
1350
$90.7K ﹤0.01%
945
+67
52 53
54
55 56