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
1651
$51.6K ﹤0.01%
419
+155
1652
$51.2K ﹤0.01%
941
+936
1653
$51.2K ﹤0.01%
2,219
1654
$51K ﹤0.01%
4,711
-495
1655
$50.9K ﹤0.01%
1,172
+992
1656
$50.8K ﹤0.01%
515
-14
1657
$50.7K ﹤0.01%
841
-100
1658
$50.3K ﹤0.01%
989
-174
1659
$50.3K ﹤0.01%
1,652
1660
$50.2K ﹤0.01%
595
-2,308
1661
$50.1K ﹤0.01%
500
1662
$50.1K ﹤0.01%
1,185
+75
1663
$50K ﹤0.01%
757
-289
1664
$50K ﹤0.01%
3,762
+1,011
1665
$49.8K ﹤0.01%
213
+2
1666
$49.7K ﹤0.01%
5,434
+622
1667
$49.7K ﹤0.01%
1,006
+6
1668
$49.7K ﹤0.01%
11,520
1669
$49.6K ﹤0.01%
2,335
+10
1670
$49.5K ﹤0.01%
1,860
+1,226
1671
$49.5K ﹤0.01%
1,558
-173
1672
$49.4K ﹤0.01%
6,071
1673
$49.1K ﹤0.01%
6
-1
1674
$49K ﹤0.01%
946
1675
$48.7K ﹤0.01%
1,230
-14
65 66
67
68 69