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
2076
$19.9K ﹤0.01%
397
-1
2077
$19.9K ﹤0.01%
833
-2,542
2078
$19.8K ﹤0.01%
860
-36
2079
$19.7K ﹤0.01%
452
+318
2080
$19.7K ﹤0.01%
+392
2081
$19.6K ﹤0.01%
242
2082
$19.6K ﹤0.01%
625
-214
2083
$19.6K ﹤0.01%
248
-4
2084
$19.6K ﹤0.01%
359
2085
$19.5K ﹤0.01%
795
+246
2086
$19.5K ﹤0.01%
1,961
+279
2087
$19.5K ﹤0.01%
7,451
-11,425
2088
$19.4K ﹤0.01%
777
+466
2089
$19.4K ﹤0.01%
302
-275
2090
$19.3K ﹤0.01%
588
-67
2091
$19.3K ﹤0.01%
751
-1,818
2092
$19.2K ﹤0.01%
1,858
+422
2093
$19.2K ﹤0.01%
321
-427
2094
$19.2K ﹤0.01%
+690
2095
$19.1K ﹤0.01%
75
-172
2096
$19.1K ﹤0.01%
894
-7
2097
$19.1K ﹤0.01%
604
+62
2098
$19K ﹤0.01%
804
+49
2099
$19K ﹤0.01%
1,567
-1,765
2100
$18.9K ﹤0.01%
1,211
+841
82 83
84
85 86