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
1851
$33.6K ﹤0.01%
359
-57
1852
$33.5K ﹤0.01%
2,300
1853
$33.5K ﹤0.01%
1,650
1854
$33.5K ﹤0.01%
566
+12
1855
$33.4K ﹤0.01%
492
-80
1856
$33.3K ﹤0.01%
1,209
-44
1857
$33.2K ﹤0.01%
3,211
1858
$33.2K ﹤0.01%
574
+2
1859
$33.2K ﹤0.01%
+202
1860
$33.1K ﹤0.01%
464
+436
1861
$33.1K ﹤0.01%
113
-43
1862
$33.1K ﹤0.01%
+2,000
1863
$33.1K ﹤0.01%
175
-150
1864
$33K ﹤0.01%
643
-34
1865
$32.9K ﹤0.01%
1,607
+2
1866
$32.8K ﹤0.01%
135
+115
1867
$32.8K ﹤0.01%
250
+11
1868
$32.7K ﹤0.01%
278
-14
1869
$32.7K ﹤0.01%
750
1870
$32.5K ﹤0.01%
859
+112
1871
$32.4K ﹤0.01%
529
-186
1872
$32.3K ﹤0.01%
+206
1873
$32.3K ﹤0.01%
574
-1,154
1874
$32.2K ﹤0.01%
670
+16
1875
$32.2K ﹤0.01%
+1,059
73 74
75
76 77