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
1926
$28.3K ﹤0.01%
415
+93
1927
$28.3K ﹤0.01%
1,756
+290
1928
$28.3K ﹤0.01%
1,400
1929
$28.2K ﹤0.01%
837
-1,017
1930
$28.2K ﹤0.01%
162
-144
1931
$28.2K ﹤0.01%
497
-5
1932
$28.1K ﹤0.01%
540
1933
$28.1K ﹤0.01%
1,503
1934
$28K ﹤0.01%
+1,153
1935
$28K ﹤0.01%
1,875
1936
$28K ﹤0.01%
2,142
-38,697
1937
$27.9K ﹤0.01%
215
-705
1938
$27.9K ﹤0.01%
543
+139
1939
$27.8K ﹤0.01%
+991
1940
$27.6K ﹤0.01%
748
+247
1941
$27.6K ﹤0.01%
893
-183
1942
$27.5K ﹤0.01%
726
+3
1943
$27.5K ﹤0.01%
1,004
+316
1944
$27.4K ﹤0.01%
792
-26
1945
$27.3K ﹤0.01%
1,415
-15,423
1946
$27.3K ﹤0.01%
+299
1947
$27.3K ﹤0.01%
2,252
1948
$27.3K ﹤0.01%
367
+330
1949
$27.3K ﹤0.01%
566
-357
1950
$27.2K ﹤0.01%
1,001
-259
76 77
78
79 80