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
1476
$70.6K ﹤0.01%
1,319
+194
1477
$70.5K ﹤0.01%
1,613
1478
$70.5K ﹤0.01%
2,950
-240
1479
$70.3K ﹤0.01%
1,954
+6
1480
$70.3K ﹤0.01%
+1,404
1481
$70K ﹤0.01%
193
-46
1482
$69.8K ﹤0.01%
2,585
+2,248
1483
$69.7K ﹤0.01%
1,722
-174
1484
$69.6K ﹤0.01%
2,000
-750
1485
$69.4K ﹤0.01%
13,496
-1,411
1486
$69.3K ﹤0.01%
751
-71
1487
$69.3K ﹤0.01%
1,138
+64
1488
$69.1K ﹤0.01%
6,000
1489
$69.1K ﹤0.01%
1,699
1490
$68.9K ﹤0.01%
867
+69
1491
$68.6K ﹤0.01%
1,190
-278
1492
$68.3K ﹤0.01%
1,172
1493
$68.3K ﹤0.01%
3,115
+1,279
1494
$68.2K ﹤0.01%
1,090
+1
1495
$68.1K ﹤0.01%
1,241
-6
1496
$68.1K ﹤0.01%
4,682
+59
1497
$67.9K ﹤0.01%
345
+18
1498
$67.7K ﹤0.01%
2,022
+2
1499
$67.6K ﹤0.01%
2,230
+482
1500
$67.5K ﹤0.01%
1,836
-509
58 59
60
61 62