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
2201
$15.3K ﹤0.01%
487
+66
2202
$15.2K ﹤0.01%
147
+15
2203
$15.2K ﹤0.01%
220
-34
2204
$15.2K ﹤0.01%
1,087
-130
2205
$15.1K ﹤0.01%
373
+9
2206
$15.1K ﹤0.01%
531
-64
2207
$15.1K ﹤0.01%
1,147
+36
2208
$15K ﹤0.01%
162
-36
2209
$15K ﹤0.01%
63
-1
2210
$15K ﹤0.01%
812
+132
2211
$14.9K ﹤0.01%
2,500
-2,210
2212
$14.9K ﹤0.01%
90
-1
2213
$14.9K ﹤0.01%
278
2214
$14.9K ﹤0.01%
853
-440
2215
$14.8K ﹤0.01%
120
+51
2216
$14.8K ﹤0.01%
2,049
-2,000
2217
$14.5K ﹤0.01%
220
+130
2218
$14.4K ﹤0.01%
600
-1,300
2219
$14.4K ﹤0.01%
674
-536
2220
$14.3K ﹤0.01%
846
-34
2221
$14.3K ﹤0.01%
398
2222
$14.2K ﹤0.01%
667
2223
$14.2K ﹤0.01%
878
2224
$14.1K ﹤0.01%
829
+214
2225
$14.1K ﹤0.01%
1,671
-25
87 88
89
90 91