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
1501
$67.4K ﹤0.01%
2,708
+7
1502
$67.3K ﹤0.01%
493
+51
1503
$67K ﹤0.01%
4,481
+89
1504
$66.9K ﹤0.01%
2,557
-31,811
1505
$66.8K ﹤0.01%
1,003
+1,000
1506
$66.8K ﹤0.01%
340
-67
1507
$66.6K ﹤0.01%
263
-1,735
1508
$66.4K ﹤0.01%
5,826
-81
1509
$66.4K ﹤0.01%
413
-25
1510
$66.3K ﹤0.01%
1,583
-193
1511
$66.3K ﹤0.01%
914
+25
1512
$66.3K ﹤0.01%
400
-1,066
1513
$66.1K ﹤0.01%
2,509
+614
1514
$65.9K ﹤0.01%
602
-60
1515
$65.7K ﹤0.01%
55
-46
1516
$65.2K ﹤0.01%
268
-389
1517
$65.2K ﹤0.01%
618
+313
1518
$65.2K ﹤0.01%
378
1519
$65.1K ﹤0.01%
1,740
-595
1520
$65.1K ﹤0.01%
603
+164
1521
$65K ﹤0.01%
455
+2
1522
$65K ﹤0.01%
1,298
+265
1523
$64.8K ﹤0.01%
+2,842
1524
$64.7K ﹤0.01%
2,931
+2,037
1525
$64.6K ﹤0.01%
122
-216
59 60
61
62 63