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
1876
$32K ﹤0.01%
427
+64
1877
$32K ﹤0.01%
664
-182
1878
$31.9K ﹤0.01%
351
-17
1879
$31.6K ﹤0.01%
5,089
+4,424
1880
$31.6K ﹤0.01%
1,684
+417
1881
$31.5K ﹤0.01%
2,715
-15
1882
$31.5K ﹤0.01%
+230
1883
$31.5K ﹤0.01%
932
+343
1884
$31.5K ﹤0.01%
+711
1885
$31.3K ﹤0.01%
367
-20
1886
$31.3K ﹤0.01%
251
+101
1887
$31K ﹤0.01%
796
-345
1888
$30.9K ﹤0.01%
590
-4
1889
$30.8K ﹤0.01%
265
1890
$30.8K ﹤0.01%
446
-32
1891
$30.7K ﹤0.01%
295
1892
$30.6K ﹤0.01%
2,519
+1,893
1893
$30.5K ﹤0.01%
522
-164
1894
$30.5K ﹤0.01%
1,319
+1,229
1895
$30.4K ﹤0.01%
572
+550
1896
$30.4K ﹤0.01%
747
-866
1897
$30.3K ﹤0.01%
1,976
-3
1898
$30.3K ﹤0.01%
558
-264
1899
$30.2K ﹤0.01%
257
+2
1900
$30.2K ﹤0.01%
1,600
+1,456
74 75
76
77 78