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
2176
$16.2K ﹤0.01%
210
+11
2177
$16.2K ﹤0.01%
433
+79
2178
$16.1K ﹤0.01%
340
-413
2179
$16.1K ﹤0.01%
767
+302
2180
$16.1K ﹤0.01%
1,262
-235
2181
$16K ﹤0.01%
1,005
+1,000
2182
$16K ﹤0.01%
1,147
2183
$16K ﹤0.01%
662
+41
2184
$15.8K ﹤0.01%
623
+427
2185
$15.8K ﹤0.01%
868
-75
2186
$15.7K ﹤0.01%
38
+2
2187
$15.7K ﹤0.01%
+600
2188
$15.7K ﹤0.01%
+300
2189
$15.7K ﹤0.01%
3,593
+184
2190
$15.6K ﹤0.01%
572
+550
2191
$15.6K ﹤0.01%
250
-235
2192
$15.5K ﹤0.01%
84
+69
2193
$15.5K ﹤0.01%
839
-38
2194
$15.5K ﹤0.01%
641
-88
2195
$15.4K ﹤0.01%
+578
2196
$15.4K ﹤0.01%
1,536
-15
2197
$15.4K ﹤0.01%
194
+102
2198
$15.4K ﹤0.01%
274
-447
2199
$15.3K ﹤0.01%
388
-15
2200
$15.3K ﹤0.01%
1,063
86 87
88
89 90