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 Short 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
176
$2.58M 0.09%
50,653
+3,155
177
$2.57M 0.09%
22,740
+2,026
178
$2.53M 0.09%
97,925
+67,727
179
$2.51M 0.09%
7,550
-718
180
$2.49M 0.09%
39,987
-236
181
$2.49M 0.09%
109,322
-21
182
$2.49M 0.09%
45,759
+9,158
183
$2.48M 0.09%
24,975
+688
184
$2.48M 0.09%
43,948
-158
185
$2.48M 0.09%
+64,501
186
$2.47M 0.09%
51,079
+1,767
187
$2.45M 0.09%
+24,500
188
$2.43M 0.09%
489
+11
189
$2.43M 0.09%
67,744
+32,260
190
$2.42M 0.09%
20,079
-6,533
191
$2.41M 0.09%
41,840
+3,029
192
$2.39M 0.09%
48,779
-16,863
193
$2.38M 0.09%
3,430
+2,508
194
$2.37M 0.09%
70,163
-18,920
195
$2.37M 0.09%
7,342
+953
196
$2.36M 0.09%
76,949
+16,049
197
$2.35M 0.09%
+63,575
198
$2.35M 0.08%
2,292
-41
199
$2.34M 0.08%
12,882
-2,222
200
$2.34M 0.08%
13,568
-403
6 7
8
9 10