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
2251
$13.6K ﹤0.01%
445
-41
2252
$13.6K ﹤0.01%
218
-1
2253
$13.5K ﹤0.01%
2,340
+2
2254
$13.5K ﹤0.01%
295
-9
2255
$13.4K ﹤0.01%
196
-91
2256
$13.4K ﹤0.01%
1,129
+643
2257
$13.4K ﹤0.01%
160
-15
2258
$13.4K ﹤0.01%
94
+5
2259
$13.4K ﹤0.01%
309
+308
2260
$13.3K ﹤0.01%
890
-5,887
2261
$13.2K ﹤0.01%
662
-290
2262
$13.2K ﹤0.01%
286
-533
2263
$13.2K ﹤0.01%
283
+10
2264
$13.2K ﹤0.01%
133
-15
2265
$13.1K ﹤0.01%
198
-134
2266
$13.1K ﹤0.01%
244
2267
$13.1K ﹤0.01%
116
-70
2268
$13.1K ﹤0.01%
711
+192
2269
$13.1K ﹤0.01%
342
-35
2270
$13K ﹤0.01%
183
+17
2271
$13K ﹤0.01%
906
+131
2272
$13K ﹤0.01%
+109
2273
$13K ﹤0.01%
109
+59
2274
$12.9K ﹤0.01%
539
+112
2275
$12.9K ﹤0.01%
295
-830
89 90
91
92 93