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
1826
$34.9K ﹤0.01%
1,164
+16
1827
$34.9K ﹤0.01%
1,455
1828
$34.8K ﹤0.01%
719
-11,458
1829
$34.7K ﹤0.01%
+1,025
1830
$34.7K ﹤0.01%
198
-1,584
1831
$34.7K ﹤0.01%
1,463
+242
1832
$34.7K ﹤0.01%
296
-14
1833
$34.6K ﹤0.01%
561
-155
1834
$34.6K ﹤0.01%
797
-49
1835
$34.5K ﹤0.01%
+428
1836
$34.5K ﹤0.01%
6,906
1837
$34.4K ﹤0.01%
416
+256
1838
$34.3K ﹤0.01%
1,577
-2,584
1839
$34.1K ﹤0.01%
820
+170
1840
$34.1K ﹤0.01%
911
-805
1841
$33.9K ﹤0.01%
786
+1
1842
$33.9K ﹤0.01%
9,919
-2,790
1843
$33.9K ﹤0.01%
1,120
+95
1844
$33.8K ﹤0.01%
2,169
+91
1845
$33.8K ﹤0.01%
+746
1846
$33.8K ﹤0.01%
+1,000
1847
$33.7K ﹤0.01%
+787
1848
$33.7K ﹤0.01%
807
+29
1849
$33.7K ﹤0.01%
338
-153
1850
$33.7K ﹤0.01%
672
-284
72 73
74
75 76