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
1426
$77.7K ﹤0.01%
492
+6
1427
$77.6K ﹤0.01%
3,520
1428
$77.6K ﹤0.01%
448
+410
1429
$77.6K ﹤0.01%
5,831
-9,757
1430
$77.2K ﹤0.01%
1,617
-3,334
1431
$77.2K ﹤0.01%
412
-274
1432
$77.2K ﹤0.01%
863
+105
1433
$77.1K ﹤0.01%
530
+29
1434
$77.1K ﹤0.01%
+3,417
1435
$76.8K ﹤0.01%
2,200
+921
1436
$76.6K ﹤0.01%
1,671
-375
1437
$76.6K ﹤0.01%
409
+136
1438
$76.4K ﹤0.01%
2,774
+25
1439
$76.2K ﹤0.01%
2,144
+2,124
1440
$76.1K ﹤0.01%
1,030
-167
1441
$76K ﹤0.01%
491
-27
1442
$76K ﹤0.01%
1,098
-543
1443
$75.7K ﹤0.01%
783
-273
1444
$75.1K ﹤0.01%
1,774
-201
1445
$74.9K ﹤0.01%
3,843
-4,485
1446
$74.8K ﹤0.01%
3,837
1447
$74.5K ﹤0.01%
1,117
-307
1448
$74.4K ﹤0.01%
664
-60
1449
$74.4K ﹤0.01%
2,500
1450
$74.4K ﹤0.01%
1,935
+498
56 57
58
59 60