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 Short 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
126
$4.11M 0.15%
43,033
+1,145
127
$4.07M 0.15%
80,173
+31,832
128
$4.05M 0.15%
22,805
-458
129
$4.01M 0.14%
18,228
+1,668
130
$4M 0.14%
49,833
+943
131
$3.92M 0.14%
8,808
+179
132
$3.87M 0.14%
43,460
-8,740
133
$3.82M 0.14%
59,555
+27,834
134
$3.78M 0.14%
147,942
+62,193
135
$3.75M 0.14%
41,127
+3,729
136
$3.71M 0.13%
67,065
-132,142
137
$3.67M 0.13%
13,921
+1,811
138
$3.6M 0.13%
14,985
+2,556
139
$3.58M 0.13%
3,373
+123
140
$3.55M 0.13%
5,650
+278
141
$3.54M 0.13%
175,784
+143,749
142
$3.52M 0.13%
38,770
-3,235
143
$3.52M 0.13%
114,438
-4,624
144
$3.52M 0.13%
35,371
-5,059
145
$3.52M 0.13%
50,994
-7,649
146
$3.44M 0.12%
20,797
+2,496
147
$3.29M 0.12%
70,992
+729
148
$3.28M 0.12%
11,307
-5,668
149
$3.23M 0.12%
75,215
+50,567
150
$3.22M 0.12%
130,559
+91,510
4 5
6
7 8