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
2351
$10.8K ﹤0.01%
740
+386
2352
$10.8K ﹤0.01%
217
+30
2353
$10.7K ﹤0.01%
50
-1
2354
$10.7K ﹤0.01%
195
2355
$10.7K ﹤0.01%
337
-63
2356
$10.7K ﹤0.01%
644
2357
$10.7K ﹤0.01%
108
+74
2358
$10.6K ﹤0.01%
651
2359
$10.6K ﹤0.01%
250
+67
2360
$10.6K ﹤0.01%
435
2361
$10.5K ﹤0.01%
817
+296
2362
$10.5K ﹤0.01%
108
+39
2363
$10.5K ﹤0.01%
147
2364
$10.5K ﹤0.01%
147
-116
2365
$10.5K ﹤0.01%
+211
2366
$10.5K ﹤0.01%
614
+11
2367
$10.4K ﹤0.01%
469
-3
2368
$10.4K ﹤0.01%
269
+248
2369
$10.4K ﹤0.01%
1,959
+224
2370
$10.4K ﹤0.01%
319
2371
$10.3K ﹤0.01%
433
2372
$10.3K ﹤0.01%
1,260
2373
$10.2K ﹤0.01%
249
-292
2374
$10.2K ﹤0.01%
+285
2375
$10.2K ﹤0.01%
112
-305
93 94
95
96 97