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
1601
$56.1K ﹤0.01%
1,100
1602
$56.1K ﹤0.01%
837
-8
1603
$56K ﹤0.01%
852
+252
1604
$55.8K ﹤0.01%
431
-280
1605
$55.7K ﹤0.01%
179
-289
1606
$55.7K ﹤0.01%
1,501
+75
1607
$55.6K ﹤0.01%
10,196
+9,916
1608
$55.5K ﹤0.01%
227
-18
1609
$55.4K ﹤0.01%
800
-133
1610
$55.3K ﹤0.01%
9,375
-82,057
1611
$55.2K ﹤0.01%
856
-2,664
1612
$55K ﹤0.01%
474
-557
1613
$54.6K ﹤0.01%
2,544
-430
1614
$54.6K ﹤0.01%
2,055
-571
1615
$54.5K ﹤0.01%
10,620
-112,728
1616
$54.5K ﹤0.01%
443
-58
1617
$54.4K ﹤0.01%
2,241
+607
1618
$54.4K ﹤0.01%
1,913
+100
1619
$54.3K ﹤0.01%
882
+172
1620
$54.2K ﹤0.01%
559
+132
1621
$54K ﹤0.01%
479
1622
$53.9K ﹤0.01%
563
+306
1623
$53.9K ﹤0.01%
1,419
1624
$53.9K ﹤0.01%
653
+10
1625
$53.8K ﹤0.01%
1,544
-219
63 64
65
66 67