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
1776
$39.8K ﹤0.01%
1,320
-12
1777
$39.8K ﹤0.01%
750
-20
1778
$39.6K ﹤0.01%
530
+406
1779
$39.3K ﹤0.01%
1,945
+1,209
1780
$39.2K ﹤0.01%
1,516
+382
1781
$39.2K ﹤0.01%
678
-972
1782
$39K ﹤0.01%
368
+112
1783
$38.9K ﹤0.01%
2,113
+21
1784
$38.9K ﹤0.01%
16
1785
$38.8K ﹤0.01%
2,700
1786
$38.8K ﹤0.01%
210
-78
1787
$38.6K ﹤0.01%
2,509
+3
1788
$38.5K ﹤0.01%
677
-42
1789
$38.5K ﹤0.01%
135
+69
1790
$38.4K ﹤0.01%
474
+362
1791
$38.1K ﹤0.01%
116
-11
1792
$38K ﹤0.01%
+81
1793
$37.9K ﹤0.01%
829
-34
1794
$37.8K ﹤0.01%
308
-159
1795
$37.8K ﹤0.01%
597
-44
1796
$37.7K ﹤0.01%
760
+610
1797
$37.5K ﹤0.01%
2,083
+107
1798
$37.5K ﹤0.01%
946
-34
1799
$37.4K ﹤0.01%
159
1800
$37.4K ﹤0.01%
638
-71
70 71
72
73 74