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
2326
$11.7K ﹤0.01%
377
2327
$11.6K ﹤0.01%
1,409
-1,509
2328
$11.6K ﹤0.01%
137
-136
2329
$11.6K ﹤0.01%
251
-929
2330
$11.6K ﹤0.01%
943
+46
2331
$11.5K ﹤0.01%
1,676
+51
2332
$11.5K ﹤0.01%
2,041
+1,634
2333
$11.5K ﹤0.01%
384
-53
2334
$11.5K ﹤0.01%
3,000
2335
$11.4K ﹤0.01%
60
+24
2336
$11.3K ﹤0.01%
1,521
+1,194
2337
$11.3K ﹤0.01%
80
-68
2338
$11.3K ﹤0.01%
540
-1,424
2339
$11.3K ﹤0.01%
234
-90
2340
$11.2K ﹤0.01%
667
2341
$11.2K ﹤0.01%
80
-23
2342
$11.1K ﹤0.01%
295
2343
$11.1K ﹤0.01%
425
2344
$11.1K ﹤0.01%
73
-17
2345
$11.1K ﹤0.01%
120
-87
2346
$11.1K ﹤0.01%
+518
2347
$11.1K ﹤0.01%
257
2348
$11.1K ﹤0.01%
+207
2349
$11K ﹤0.01%
382
+380
2350
$11K ﹤0.01%
454
92 93
94
95 96