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 Short 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
201
$2.34M 0.08%
46,867
-3,228
202
$2.33M 0.08%
62,206
+19,396
203
$2.31M 0.08%
57,694
+3,837
204
$2.29M 0.08%
17,919
+535
205
$2.27M 0.08%
6,303
-1,124
206
$2.25M 0.08%
15,232
+3,474
207
$2.25M 0.08%
45,596
+45,519
208
$2.24M 0.08%
86,072
+12,559
209
$2.24M 0.08%
13,423
-6,060
210
$2.23M 0.08%
91,067
+88,016
211
$2.22M 0.08%
3,572
+322
212
$2.19M 0.08%
17,257
+2,773
213
$2.19M 0.08%
11,072
-1,472
214
$2.14M 0.08%
4,296
-166
215
$2.12M 0.08%
57,831
+48,988
216
$2.11M 0.08%
40,077
+895
217
$2.1M 0.08%
9,314
+1,289
218
$2.08M 0.08%
23,410
+1,492
219
$2.06M 0.07%
25,007
+2,879
220
$2.05M 0.07%
3,948
+124
221
$2.04M 0.07%
3
+1
222
$2.04M 0.07%
8,268
+102
223
$2.03M 0.07%
67,442
+11,533
224
$2.02M 0.07%
+82,023
225
$2.02M 0.07%
7,642
-13,997
7 8
9
10 11