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
2101
$18.9K ﹤0.01%
+675
2102
$18.9K ﹤0.01%
1,500
2103
$18.8K ﹤0.01%
427
-7
2104
$18.8K ﹤0.01%
1,026
-35
2105
$18.8K ﹤0.01%
309
-185
2106
$18.8K ﹤0.01%
545
-71
2107
$18.8K ﹤0.01%
271
+49
2108
$18.7K ﹤0.01%
222
-43
2109
$18.6K ﹤0.01%
270
+75
2110
$18.6K ﹤0.01%
198
-76
2111
$18.6K ﹤0.01%
389
-99
2112
$18.6K ﹤0.01%
230
+31
2113
$18.6K ﹤0.01%
1,516
-123
2114
$18.6K ﹤0.01%
935
-15
2115
$18.5K ﹤0.01%
782
-316
2116
$18.5K ﹤0.01%
640
-2,449
2117
$18.5K ﹤0.01%
2,554
2118
$18.5K ﹤0.01%
+825
2119
$18.4K ﹤0.01%
1,813
+1,397
2120
$18.4K ﹤0.01%
219
-76
2121
$18.4K ﹤0.01%
1,704
+530
2122
$18.3K ﹤0.01%
1,350
+218
2123
$18.2K ﹤0.01%
104
-4
2124
$18.2K ﹤0.01%
212
2125
$18.2K ﹤0.01%
1,001
+1,000
83 84
85
86 87