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
1626
$53.7K ﹤0.01%
807
-20,334
1627
$53.7K ﹤0.01%
2,059
+101
1628
$53.7K ﹤0.01%
974
-37
1629
$53.6K ﹤0.01%
1,261
-129
1630
$53.5K ﹤0.01%
919
+113
1631
$53.5K ﹤0.01%
1,031
-153
1632
$53.5K ﹤0.01%
3,263
+3,240
1633
$53.5K ﹤0.01%
1,362
-120
1634
$53.4K ﹤0.01%
357
+29
1635
$53.3K ﹤0.01%
1,868
+770
1636
$53.3K ﹤0.01%
370
+21
1637
$53.2K ﹤0.01%
358
+5
1638
$52.9K ﹤0.01%
2,290
-3,116
1639
$52.7K ﹤0.01%
2,444
-129
1640
$52.4K ﹤0.01%
7,757
+1,353
1641
$52.4K ﹤0.01%
786
-39
1642
$52.3K ﹤0.01%
1,909
-1,620
1643
$52.1K ﹤0.01%
5,215
+3,967
1644
$52K ﹤0.01%
+859
1645
$52K ﹤0.01%
+2,472
1646
$51.8K ﹤0.01%
454
1647
$51.8K ﹤0.01%
684
-1,445
1648
$51.7K ﹤0.01%
2,568
+591
1649
$51.6K ﹤0.01%
1,988
-155
1650
$51.6K ﹤0.01%
638
-193
64 65
66
67 68