FFA

Farther Finance Advisors Portfolio holdings

AUM $10.6B
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
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
+$14.8M
2
+$13.1M
3
+$13.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$11.5M

Top Sells

1
+$72.8M
2
+$36.7M
3
+$10.4M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$10.3M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.66M

Sector Composition

1 Technology 10.41%
2 Financials 4.58%
3 Consumer Discretionary 3.66%
4 Healthcare 3.06%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$74.2K ﹤0.01%
4,013
-3,720
1452
$74.2K ﹤0.01%
+1,655
1453
$74.2K ﹤0.01%
1,003
+219
1454
$73.9K ﹤0.01%
1,443
-23
1455
$73.9K ﹤0.01%
+2,439
1456
$73.6K ﹤0.01%
469
1457
$73.5K ﹤0.01%
921
-5
1458
$73.5K ﹤0.01%
946
1459
$73.4K ﹤0.01%
954
-166
1460
$73.3K ﹤0.01%
657
+16
1461
$73.1K ﹤0.01%
1,432
+20
1462
$73.1K ﹤0.01%
+6,382
1463
$72.9K ﹤0.01%
+2,184
1464
$72.8K ﹤0.01%
14,024
+503
1465
$72.3K ﹤0.01%
1,017
-5,061
1466
$72.2K ﹤0.01%
12,160
-13
1467
$72.1K ﹤0.01%
+24,613
1468
$71.9K ﹤0.01%
2,359
+348
1469
$71.8K ﹤0.01%
1,993
-64
1470
$71.6K ﹤0.01%
841
+472
1471
$71.5K ﹤0.01%
7,661
+1,830
1472
$71.4K ﹤0.01%
5,847
-9,674
1473
$71.4K ﹤0.01%
673
+538
1474
$71.1K ﹤0.01%
911
-11
1475
$70.8K ﹤0.01%
1,266
-57
57 58
59
60 61