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
1526
$64.6K ﹤0.01%
1,067
-158
1527
$64.3K ﹤0.01%
+933
1528
$64.2K ﹤0.01%
4,206
-71
1529
$63.9K ﹤0.01%
1,179
-41
1530
$63.9K ﹤0.01%
1,525
+925
1531
$63.8K ﹤0.01%
2,751
-2,128
1532
$63.6K ﹤0.01%
2,238
-2,487
1533
$63.4K ﹤0.01%
1,644
1534
$63.4K ﹤0.01%
700
-243
1535
$63K ﹤0.01%
3,054
+788
1536
$62.8K ﹤0.01%
2,723
-4,890
1537
$62.8K ﹤0.01%
564
-3,660
1538
$62.7K ﹤0.01%
4,110
+110
1539
$62.5K ﹤0.01%
4,420
+4,399
1540
$62.1K ﹤0.01%
2,794
1541
$62.1K ﹤0.01%
1,948
-210
1542
$62.1K ﹤0.01%
5,990
-36,732
1543
$62.1K ﹤0.01%
539
-202
1544
$62.1K ﹤0.01%
838
+81
1545
$61.9K ﹤0.01%
2,248
-231
1546
$61.9K ﹤0.01%
1,300
1547
$61.7K ﹤0.01%
2,252
+1,840
1548
$61.6K ﹤0.01%
722
+55
1549
$61.6K ﹤0.01%
341
+33
1550
$61.3K ﹤0.01%
392
-72
60 61
62
63 64