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
1751
$41.8K ﹤0.01%
205
-11
1752
$41.7K ﹤0.01%
2,381
-435
1753
$41.7K ﹤0.01%
506
-48
1754
$41.7K ﹤0.01%
2,313
-1,245
1755
$41.6K ﹤0.01%
921
-215
1756
$41.5K ﹤0.01%
1,952
-2,472
1757
$41.4K ﹤0.01%
502
+11
1758
$41.4K ﹤0.01%
1,593
-337
1759
$41.3K ﹤0.01%
820
1760
$41.2K ﹤0.01%
894
+3
1761
$41.2K ﹤0.01%
629
+54
1762
$40.9K ﹤0.01%
3,215
-1,405
1763
$40.7K ﹤0.01%
7,156
-8,953
1764
$40.6K ﹤0.01%
225
1765
$40.6K ﹤0.01%
1,001
+47
1766
$40.5K ﹤0.01%
8,892
+370
1767
$40.5K ﹤0.01%
122
+39
1768
$40.3K ﹤0.01%
246
+147
1769
$40.2K ﹤0.01%
+1,056
1770
$40.2K ﹤0.01%
2,547
+277
1771
$40.2K ﹤0.01%
1,397
1772
$40.2K ﹤0.01%
1,717
+11
1773
$40.2K ﹤0.01%
279
+20
1774
$40.1K ﹤0.01%
385
-106
1775
$40K ﹤0.01%
2,583
+125
69 70
71
72 73