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
2051
$21.3K ﹤0.01%
+408
2052
$21.3K ﹤0.01%
227
+212
2053
$21.2K ﹤0.01%
236
-360
2054
$21.1K ﹤0.01%
1,246
-411
2055
$21K ﹤0.01%
1,066
+136
2056
$21K ﹤0.01%
784
-128
2057
$20.9K ﹤0.01%
525
+104
2058
$20.8K ﹤0.01%
2,650
+1
2059
$20.8K ﹤0.01%
5,269
-833
2060
$20.8K ﹤0.01%
2,315
2061
$20.7K ﹤0.01%
219
-15
2062
$20.7K ﹤0.01%
156
-154
2063
$20.6K ﹤0.01%
291
-5
2064
$20.6K ﹤0.01%
180
+26
2065
$20.6K ﹤0.01%
2,244
2066
$20.6K ﹤0.01%
455
-600
2067
$20.5K ﹤0.01%
899
-279
2068
$20.4K ﹤0.01%
2,002
-168
2069
$20.3K ﹤0.01%
7,451
+140
2070
$20.2K ﹤0.01%
359
+166
2071
$20.2K ﹤0.01%
289
-124
2072
$20.2K ﹤0.01%
+422
2073
$20.2K ﹤0.01%
815
+439
2074
$20.1K ﹤0.01%
4,540
+773
2075
$20.1K ﹤0.01%
520
+44
81 82
83
84 85