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
1351
$90.2K ﹤0.01%
4,432
+98
1352
$89.9K ﹤0.01%
485
+334
1353
$89.7K ﹤0.01%
1,365
-42
1354
$89.7K ﹤0.01%
2,051
+1,613
1355
$89.7K ﹤0.01%
3,100
-265
1356
$89.6K ﹤0.01%
839
-14
1357
$88.9K ﹤0.01%
2,423
-67
1358
$88.8K ﹤0.01%
2,435
+402
1359
$88.4K ﹤0.01%
24,423
-9,000
1360
$88.2K ﹤0.01%
754
-55
1361
$88.2K ﹤0.01%
1,163
+158
1362
$88.1K ﹤0.01%
803
-2,741
1363
$88.1K ﹤0.01%
2,039
-6,346
1364
$88K ﹤0.01%
664
-3
1365
$87.8K ﹤0.01%
951
+61
1366
$87.7K ﹤0.01%
2,045
+190
1367
$87.5K ﹤0.01%
1,491
-3
1368
$87.5K ﹤0.01%
9,866
+1,007
1369
$87.4K ﹤0.01%
1,033
-122
1370
$87.4K ﹤0.01%
3,737
-1,259
1371
$87.3K ﹤0.01%
2,136
-128
1372
$87.1K ﹤0.01%
460
+117
1373
$87.1K ﹤0.01%
+694
1374
$86.6K ﹤0.01%
1,759
+10
1375
$86.5K ﹤0.01%
458
-119
53 54
55
56 57