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
1701
$46.3K ﹤0.01%
2,324
-768
1702
$46.2K ﹤0.01%
728
-462
1703
$46.1K ﹤0.01%
1,343
-87
1704
$46.1K ﹤0.01%
3,155
1705
$45.8K ﹤0.01%
581
-21
1706
$45.8K ﹤0.01%
1,327
-68
1707
$45.6K ﹤0.01%
665
-420
1708
$45.6K ﹤0.01%
254
-2,419
1709
$45.6K ﹤0.01%
1,058
-250
1710
$45.4K ﹤0.01%
360
-180
1711
$45.3K ﹤0.01%
310
+274
1712
$45.2K ﹤0.01%
117
-13
1713
$45K ﹤0.01%
486
-33
1714
$45K ﹤0.01%
1,297
+684
1715
$44.9K ﹤0.01%
473
-20
1716
$44.8K ﹤0.01%
542
+12
1717
$44.8K ﹤0.01%
3,128
+1,414
1718
$44.6K ﹤0.01%
1,406
+15
1719
$44.4K ﹤0.01%
+450
1720
$44.4K ﹤0.01%
259
-130
1721
$44.4K ﹤0.01%
+1,135
1722
$44.3K ﹤0.01%
+4,110
1723
$44.3K ﹤0.01%
299
+221
1724
$44.2K ﹤0.01%
1,097
+1
1725
$44.2K ﹤0.01%
815
-2
67 68
69
70 71