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
2301
$12.5K ﹤0.01%
200
2302
$12.5K ﹤0.01%
629
+51
2303
$12.4K ﹤0.01%
+311
2304
$12.4K ﹤0.01%
238
2305
$12.2K ﹤0.01%
118
+7
2306
$12.2K ﹤0.01%
138
-1
2307
$12.2K ﹤0.01%
238
+218
2308
$12.2K ﹤0.01%
358
+148
2309
$12.2K ﹤0.01%
1,507
+766
2310
$12.1K ﹤0.01%
256
-4
2311
$12.1K ﹤0.01%
309
+84
2312
$12.1K ﹤0.01%
1,524
+1,486
2313
$12K ﹤0.01%
714
2314
$12K ﹤0.01%
196
-42
2315
$12K ﹤0.01%
3,963
+3,936
2316
$11.9K ﹤0.01%
108
2317
$11.9K ﹤0.01%
286
-76
2318
$11.9K ﹤0.01%
+430
2319
$11.8K ﹤0.01%
100
2320
$11.8K ﹤0.01%
466
+137
2321
$11.8K ﹤0.01%
227
2322
$11.8K ﹤0.01%
118
2323
$11.7K ﹤0.01%
391
+75
2324
$11.7K ﹤0.01%
319
+250
2325
$11.7K ﹤0.01%
518
-63
91 92
93
94 95