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
2026
$23.1K ﹤0.01%
624
-1,142
2027
$22.9K ﹤0.01%
1,840
2028
$22.9K ﹤0.01%
1,349
+97
2029
$22.9K ﹤0.01%
1,068
-91
2030
$22.8K ﹤0.01%
651
+30
2031
$22.7K ﹤0.01%
569
-98
2032
$22.6K ﹤0.01%
448
-81
2033
$22.6K ﹤0.01%
168
+8
2034
$22.6K ﹤0.01%
444
+18
2035
$22.5K ﹤0.01%
+483
2036
$22.4K ﹤0.01%
1,023
+23
2037
$22.3K ﹤0.01%
379
2038
$22.3K ﹤0.01%
581
+54
2039
$22.2K ﹤0.01%
+700
2040
$22.2K ﹤0.01%
411
-1
2041
$22.2K ﹤0.01%
232
-15
2042
$22.1K ﹤0.01%
365
2043
$22.1K ﹤0.01%
274
-308
2044
$21.8K ﹤0.01%
579
+2
2045
$21.8K ﹤0.01%
339
2046
$21.7K ﹤0.01%
547
-1,002
2047
$21.6K ﹤0.01%
+70,500
2048
$21.6K ﹤0.01%
450
+138
2049
$21.4K ﹤0.01%
612
-679
2050
$21.4K ﹤0.01%
66
-61
80 81
82
83 84