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
2001
$24.3K ﹤0.01%
1,503
-30
2002
$24.2K ﹤0.01%
471
2003
$24.2K ﹤0.01%
725
-448
2004
$24.2K ﹤0.01%
185
-10
2005
$24.1K ﹤0.01%
552
-200
2006
$24.1K ﹤0.01%
261
-194
2007
$24.1K ﹤0.01%
406
+75
2008
$23.9K ﹤0.01%
491
-20
2009
$23.9K ﹤0.01%
490
+485
2010
$23.8K ﹤0.01%
614
+2
2011
$23.7K ﹤0.01%
2,027
2012
$23.7K ﹤0.01%
+203
2013
$23.7K ﹤0.01%
723
-727
2014
$23.6K ﹤0.01%
+339
2015
$23.6K ﹤0.01%
97
-26
2016
$23.5K ﹤0.01%
118
-5
2017
$23.5K ﹤0.01%
302
-131
2018
$23.5K ﹤0.01%
336
-151
2019
$23.5K ﹤0.01%
840
2020
$23.5K ﹤0.01%
70
-1,199
2021
$23.4K ﹤0.01%
974
-2,446
2022
$23.4K ﹤0.01%
1,732
-6,300
2023
$23.3K ﹤0.01%
+1,250
2024
$23.2K ﹤0.01%
1,052
2025
$23.1K ﹤0.01%
+488
79 80
81
82 83