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
1726
$44K ﹤0.01%
5,500
-182,020
1727
$44K ﹤0.01%
1,738
+81
1728
$43.9K ﹤0.01%
701
+36
1729
$43.9K ﹤0.01%
262
-595
1730
$43.8K ﹤0.01%
4,288
-5
1731
$43.8K ﹤0.01%
2,384
+2,355
1732
$43.8K ﹤0.01%
627
-21
1733
$43.8K ﹤0.01%
934
+6
1734
$43.7K ﹤0.01%
256
-132
1735
$43.6K ﹤0.01%
1,812
-12,773
1736
$43.6K ﹤0.01%
1,346
-1
1737
$43.5K ﹤0.01%
885
+338
1738
$43.4K ﹤0.01%
520
+33
1739
$43.4K ﹤0.01%
6,360
1740
$43.3K ﹤0.01%
703
+13
1741
$43.2K ﹤0.01%
345
-25
1742
$42.9K ﹤0.01%
625
+510
1743
$42.7K ﹤0.01%
+160
1744
$42.6K ﹤0.01%
+1,067
1745
$42.6K ﹤0.01%
977
-213
1746
$42.5K ﹤0.01%
833
1747
$42.2K ﹤0.01%
515
+126
1748
$41.9K ﹤0.01%
1,953
+400
1749
$41.9K ﹤0.01%
100
+6
1750
$41.9K ﹤0.01%
558
-81
68 69
70
71 72