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
1976
$25.8K ﹤0.01%
458
-192
1977
$25.7K ﹤0.01%
603
-2,738
1978
$25.7K ﹤0.01%
377
-1
1979
$25.6K ﹤0.01%
+3,371
1980
$25.5K ﹤0.01%
1,998
+7
1981
$25.5K ﹤0.01%
338
-331
1982
$25.4K ﹤0.01%
459
-391
1983
$25.4K ﹤0.01%
209
-11
1984
$25.3K ﹤0.01%
149
+6
1985
$25.2K ﹤0.01%
1,582
+235
1986
$25.2K ﹤0.01%
1,197
-109
1987
$25.2K ﹤0.01%
1,662
+851
1988
$25.2K ﹤0.01%
393
-1,906
1989
$25K ﹤0.01%
1,000
1990
$24.9K ﹤0.01%
3,100
1991
$24.8K ﹤0.01%
96
+82
1992
$24.8K ﹤0.01%
727
-739
1993
$24.7K ﹤0.01%
2,839
+16
1994
$24.6K ﹤0.01%
560
+135
1995
$24.6K ﹤0.01%
291
-253
1996
$24.5K ﹤0.01%
1,000
-34
1997
$24.5K ﹤0.01%
222
+2
1998
$24.4K ﹤0.01%
283
+87
1999
$24.4K ﹤0.01%
219
+74
2000
$24.3K ﹤0.01%
1,168
-142
78 79
80
81 82