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
2151
$17K ﹤0.01%
8,301
-101,108
2152
$17K ﹤0.01%
234
-412
2153
$16.9K ﹤0.01%
624
-26
2154
$16.9K ﹤0.01%
1,011
+740
2155
$16.9K ﹤0.01%
257
2156
$16.9K ﹤0.01%
1,464
-920
2157
$16.9K ﹤0.01%
211
-1
2158
$16.8K ﹤0.01%
163
-1,586
2159
$16.8K ﹤0.01%
1,000
2160
$16.8K ﹤0.01%
+1,100
2161
$16.7K ﹤0.01%
1,966
-488
2162
$16.6K ﹤0.01%
595
2163
$16.6K ﹤0.01%
100
2164
$16.6K ﹤0.01%
+816
2165
$16.6K ﹤0.01%
829
-140
2166
$16.5K ﹤0.01%
132
-44
2167
$16.5K ﹤0.01%
485
+11
2168
$16.4K ﹤0.01%
107
-2
2169
$16.3K ﹤0.01%
339
2170
$16.3K ﹤0.01%
+680
2171
$16.3K ﹤0.01%
637
+222
2172
$16.3K ﹤0.01%
1,243
-7
2173
$16.2K ﹤0.01%
3,160
+374
2174
$16.2K ﹤0.01%
184
2175
$16.2K ﹤0.01%
219
-28
85 86
87
88 89