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
2226
$14.1K ﹤0.01%
329
2227
$14.1K ﹤0.01%
373
2228
$14K ﹤0.01%
517
+424
2229
$14K ﹤0.01%
254
-89
2230
$14K ﹤0.01%
395
-33
2231
$14K ﹤0.01%
704
+462
2232
$14K ﹤0.01%
369
+73
2233
$13.9K ﹤0.01%
163
+3
2234
$13.9K ﹤0.01%
383
+77
2235
$13.9K ﹤0.01%
+522
2236
$13.9K ﹤0.01%
524
+324
2237
$13.9K ﹤0.01%
549
-262
2238
$13.9K ﹤0.01%
164
-727
2239
$13.8K ﹤0.01%
700
2240
$13.8K ﹤0.01%
762
+32
2241
$13.8K ﹤0.01%
474
+36
2242
$13.8K ﹤0.01%
2,121
+564
2243
$13.7K ﹤0.01%
1,000
2244
$13.7K ﹤0.01%
310
-47
2245
$13.7K ﹤0.01%
271
-1,025
2246
$13.7K ﹤0.01%
1,311
-171
2247
$13.7K ﹤0.01%
164
-153
2248
$13.6K ﹤0.01%
165
-387
2249
$13.6K ﹤0.01%
119
+1
2250
$13.6K ﹤0.01%
136
-66
88 89
90
91 92