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
1901
$30.2K ﹤0.01%
770
-1,391
1902
$30.1K ﹤0.01%
338
+152
1903
$30K ﹤0.01%
269
1904
$29.8K ﹤0.01%
132
-89
1905
$29.8K ﹤0.01%
205
+51
1906
$29.7K ﹤0.01%
+729
1907
$29.5K ﹤0.01%
617
1908
$29.5K ﹤0.01%
558
-89
1909
$29.4K ﹤0.01%
365
+352
1910
$29.4K ﹤0.01%
578
1911
$29.2K ﹤0.01%
560
-24
1912
$29.1K ﹤0.01%
667
+3
1913
$29.1K ﹤0.01%
+1,067
1914
$29.1K ﹤0.01%
74
-49
1915
$29.1K ﹤0.01%
1,023
1916
$29K ﹤0.01%
555
+500
1917
$28.9K ﹤0.01%
135
-1
1918
$28.8K ﹤0.01%
587
1919
$28.8K ﹤0.01%
8,123
+1,579
1920
$28.7K ﹤0.01%
204
-126
1921
$28.7K ﹤0.01%
561
+142
1922
$28.7K ﹤0.01%
+714
1923
$28.5K ﹤0.01%
1,896
+1,208
1924
$28.4K ﹤0.01%
154
+17
1925
$28.4K ﹤0.01%
3,888
-60
75 76
77
78 79