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
1551
$61.3K ﹤0.01%
4,000
1552
$61.3K ﹤0.01%
3,892
+3,874
1553
$61.2K ﹤0.01%
820
+428
1554
$61.1K ﹤0.01%
475
-390
1555
$61.1K ﹤0.01%
2,594
-410
1556
$61.1K ﹤0.01%
1,078
-431
1557
$60.9K ﹤0.01%
4,187
+1,750
1558
$60.9K ﹤0.01%
1,501
-139,686
1559
$60.9K ﹤0.01%
850
+370
1560
$60.7K ﹤0.01%
1,939
+1,047
1561
$60.4K ﹤0.01%
+1,210
1562
$60.2K ﹤0.01%
6,000
+3,000
1563
$60.2K ﹤0.01%
426
+202
1564
$60.2K ﹤0.01%
1,294
+85
1565
$60K ﹤0.01%
536
-40
1566
$60K ﹤0.01%
3,600
1567
$59.7K ﹤0.01%
4,641
-773
1568
$59.7K ﹤0.01%
2,418
+657
1569
$59.7K ﹤0.01%
6,044
1570
$59.5K ﹤0.01%
1,126
+891
1571
$59.3K ﹤0.01%
1,531
+1
1572
$59.1K ﹤0.01%
680
-458
1573
$59.1K ﹤0.01%
1,558
+182
1574
$59K ﹤0.01%
160
+78
1575
$58.8K ﹤0.01%
1,347
-534
61 62
63
64 65