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
2126
$18.1K ﹤0.01%
1,072
-239
2127
$18.1K ﹤0.01%
214
-13
2128
$18.1K ﹤0.01%
1,454
-13
2129
$18.1K ﹤0.01%
832
+40
2130
$18K ﹤0.01%
268
-5
2131
$18K ﹤0.01%
1,940
+385
2132
$18K ﹤0.01%
800
2133
$17.8K ﹤0.01%
+411
2134
$17.7K ﹤0.01%
1,818
+1,200
2135
$17.7K ﹤0.01%
544
2136
$17.7K ﹤0.01%
331
2137
$17.6K ﹤0.01%
282
-67
2138
$17.5K ﹤0.01%
357
-32
2139
$17.5K ﹤0.01%
104
2140
$17.5K ﹤0.01%
774
+294
2141
$17.5K ﹤0.01%
117
-157
2142
$17.5K ﹤0.01%
+588
2143
$17.4K ﹤0.01%
11,849
2144
$17.4K ﹤0.01%
726
+401
2145
$17.4K ﹤0.01%
306
-14
2146
$17.3K ﹤0.01%
677
+280
2147
$17.2K ﹤0.01%
1,215
+59
2148
$17.1K ﹤0.01%
210
2149
$17.1K ﹤0.01%
219
-40
2150
$17.1K ﹤0.01%
508
-8
84 85
86
87 88