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
1401
$82.1K ﹤0.01%
766
-10
1402
$81.8K ﹤0.01%
3,000
1403
$81.8K ﹤0.01%
542
-483
1404
$81.7K ﹤0.01%
4,507
1405
$81.5K ﹤0.01%
2,579
+417
1406
$81.4K ﹤0.01%
701
-95
1407
$80.9K ﹤0.01%
2,597
-54
1408
$80.7K ﹤0.01%
+4,070
1409
$80.5K ﹤0.01%
4,060
-213
1410
$80.4K ﹤0.01%
1,700
-200
1411
$80.3K ﹤0.01%
2,854
-22
1412
$80.1K ﹤0.01%
738
+14
1413
$80.1K ﹤0.01%
2,480
-15
1414
$80.1K ﹤0.01%
5,618
+1,618
1415
$79.8K ﹤0.01%
900
+200
1416
$79.7K ﹤0.01%
719
-115
1417
$79.5K ﹤0.01%
2,211
-5
1418
$79.2K ﹤0.01%
25,782
1419
$79.1K ﹤0.01%
521
-143
1420
$78.8K ﹤0.01%
772
+326
1421
$78.7K ﹤0.01%
3,576
1422
$78.3K ﹤0.01%
64
+8
1423
$78.2K ﹤0.01%
8,387
+948
1424
$78.2K ﹤0.01%
3,183
+1
1425
$77.8K ﹤0.01%
3,272
+407
55 56
57
58 59