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
1576
$58.8K ﹤0.01%
522
-77
1577
$58.8K ﹤0.01%
772
-88
1578
$58.7K ﹤0.01%
8,700
1579
$58.7K ﹤0.01%
2,000
1580
$58.6K ﹤0.01%
767
+746
1581
$58.5K ﹤0.01%
554
+99
1582
$58.3K ﹤0.01%
1,515
+131
1583
$58.3K ﹤0.01%
1,005
+1
1584
$58.1K ﹤0.01%
+6,349
1585
$58K ﹤0.01%
606
-147
1586
$57.5K ﹤0.01%
809
+462
1587
$57.4K ﹤0.01%
460
+9
1588
$57.4K ﹤0.01%
2,400
+1,000
1589
$57.3K ﹤0.01%
330
-34
1590
$57.2K ﹤0.01%
1,573
1591
$57.1K ﹤0.01%
1,875
+3
1592
$57K ﹤0.01%
430
+27
1593
$56.9K ﹤0.01%
9,800
-85,289
1594
$56.9K ﹤0.01%
1,207
-140
1595
$56.8K ﹤0.01%
241
+30
1596
$56.7K ﹤0.01%
1,609
1597
$56.4K ﹤0.01%
905
-21
1598
$56.3K ﹤0.01%
5,990
+4,971
1599
$56.2K ﹤0.01%
2,463
+33
1600
$56.1K ﹤0.01%
2,690
+1,495
62 63
64
65 66