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
1951
$27.2K ﹤0.01%
385
+9
1952
$27.1K ﹤0.01%
2,388
+86
1953
$27K ﹤0.01%
+543
1954
$27K ﹤0.01%
350
1955
$26.9K ﹤0.01%
787
-148
1956
$26.7K ﹤0.01%
484
+97
1957
$26.6K ﹤0.01%
968
1958
$26.6K ﹤0.01%
257
-33
1959
$26.4K ﹤0.01%
609
-14
1960
$26.4K ﹤0.01%
709
1961
$26.3K ﹤0.01%
102
+6
1962
$26.3K ﹤0.01%
1,140
-15,612
1963
$26.2K ﹤0.01%
248
+5
1964
$26.2K ﹤0.01%
3,000
+2,990
1965
$26.2K ﹤0.01%
281
+261
1966
$26.2K ﹤0.01%
341
+88
1967
$26.2K ﹤0.01%
1,754
+319
1968
$26.2K ﹤0.01%
1,372
1969
$26.2K ﹤0.01%
8,000
1970
$26.1K ﹤0.01%
1,123
-82
1971
$26.1K ﹤0.01%
254
-14
1972
$26.1K ﹤0.01%
2,833
-124
1973
$26K ﹤0.01%
+543
1974
$25.9K ﹤0.01%
188
+33
1975
$25.8K ﹤0.01%
413
77 78
79
80 81