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 Short 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
151
$3.17M 0.11%
92,884
+13,938
152
$3.12M 0.11%
71,011
-130,854
153
$3.11M 0.11%
108,027
+31,538
154
$3.04M 0.11%
40,160
+6,186
155
$3.03M 0.11%
8,362
+318
156
$3.03M 0.11%
81,470
+80,660
157
$2.98M 0.11%
66,296
+3,542
158
$2.95M 0.11%
25,136
-4,051
159
$2.91M 0.11%
9,925
-159
160
$2.89M 0.1%
18,839
+2,668
161
$2.87M 0.1%
28,857
+5,889
162
$2.84M 0.1%
5,843
+1,010
163
$2.81M 0.1%
12,710
+2,249
164
$2.81M 0.1%
45,757
+2,651
165
$2.79M 0.1%
26,995
+2,709
166
$2.75M 0.1%
38,422
+2,608
167
$2.75M 0.1%
51,776
+22,790
168
$2.74M 0.1%
30,265
-3,708
169
$2.72M 0.1%
28,494
+3,046
170
$2.71M 0.1%
24,979
-182
171
$2.7M 0.1%
13,067
+11,794
172
$2.67M 0.1%
9,404
+658
173
$2.62M 0.09%
10,042
-828
174
$2.61M 0.09%
24,652
-8,493
175
$2.6M 0.09%
24,656
-20,514
5 6
7
8 9