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
1801
$37.3K ﹤0.01%
1,470
-236
1802
$37.2K ﹤0.01%
357
+2
1803
$37K ﹤0.01%
590
+114
1804
$37K ﹤0.01%
160
1805
$37K ﹤0.01%
304
+2
1806
$36.8K ﹤0.01%
1,014
-135
1807
$36.7K ﹤0.01%
985
+13
1808
$36.7K ﹤0.01%
1,266
+53
1809
$36.6K ﹤0.01%
561
+143
1810
$36.5K ﹤0.01%
764
-856
1811
$36.4K ﹤0.01%
252
+1
1812
$36.4K ﹤0.01%
5,437
+625
1813
$36.3K ﹤0.01%
1,047
-768
1814
$36.2K ﹤0.01%
470
-48
1815
$36.2K ﹤0.01%
3,347
+1,733
1816
$36K ﹤0.01%
1,309
+4
1817
$36K ﹤0.01%
665
1818
$35.6K ﹤0.01%
1,295
-94
1819
$35.6K ﹤0.01%
275
-3
1820
$35.6K ﹤0.01%
371
+323
1821
$35.5K ﹤0.01%
468
1822
$35.4K ﹤0.01%
1,525
1823
$35.3K ﹤0.01%
333
-868
1824
$35.3K ﹤0.01%
130
+51
1825
$35.1K ﹤0.01%
1,155
-5
71 72
73
74 75