FFA

Farther Finance Advisors Portfolio holdings

AUM $10.6B
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
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 +$14.8M
2 +$13.1M
3 +$13.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$11.5M

Top Sells

1 +$72.8M
2 +$36.7M
3 +$10.4M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$10.3M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.66M

Sector Composition

1 Technology 10.41%
2 Financials 4.58%
3 Consumer Discretionary 3.66%
4 Healthcare 3.06%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$48.6K ﹤0.01%
1,869
+617
1677
$48.5K ﹤0.01%
1,421
+623
1678
$48.2K ﹤0.01%
96
-14
1679
$48K ﹤0.01%
2,391
+1
1680
$47.7K ﹤0.01%
1,015
-64
1681
$47.7K ﹤0.01%
2,505
-41,839
1682
$47.7K ﹤0.01%
1,010
-220
1683
$47.6K ﹤0.01%
501
+329
1684
$47.6K ﹤0.01%
1,887
-556
1685
$47.6K ﹤0.01%
2,220
+590
1686
$47.5K ﹤0.01%
1,381
-69
1687
$47.5K ﹤0.01%
1,440
1688
$47.3K ﹤0.01%
3,575
+1,976
1689
$47.2K ﹤0.01%
1,012
-113
1690
$47.2K ﹤0.01%
1,395
-1
1691
$47.1K ﹤0.01%
1,758
-4,100
1692
$47K ﹤0.01%
3,722
1693
$46.9K ﹤0.01%
716
+542
1694
$46.7K ﹤0.01%
76
+21
1695
$46.6K ﹤0.01%
402
-2
1696
$46.6K ﹤0.01%
627
+121
1697
$46.6K ﹤0.01%
196
+10
1698
$46.6K ﹤0.01%
15,893
-606
1699
$46.5K ﹤0.01%
2,754
+1,024
1700
$46.4K ﹤0.01%
1,913
-197