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
2401
$9.56K ﹤0.01%
465
-145
2402
$9.51K ﹤0.01%
704
2403
$9.51K ﹤0.01%
66
2404
$9.51K ﹤0.01%
99
2405
$9.47K ﹤0.01%
99
+14
2406
$9.47K ﹤0.01%
145
+1
2407
$9.43K ﹤0.01%
306
-1
2408
$9.42K ﹤0.01%
2,287
+100
2409
$9.41K ﹤0.01%
159
+1
2410
$9.38K ﹤0.01%
330
-17
2411
$9.35K ﹤0.01%
828
+310
2412
$9.32K ﹤0.01%
407
-20
2413
$9.32K ﹤0.01%
+280
2414
$9.3K ﹤0.01%
62
-99
2415
$9.28K ﹤0.01%
434
+73
2416
$9.16K ﹤0.01%
299
-35
2417
$9.13K ﹤0.01%
79
+64
2418
$9.11K ﹤0.01%
1,225
-6,685
2419
$9.08K ﹤0.01%
111
2420
$9.08K ﹤0.01%
855
+32
2421
$9.07K ﹤0.01%
69
-22
2422
$9.06K ﹤0.01%
364
-10
2423
$9.06K ﹤0.01%
211
+98
2424
$8.97K ﹤0.01%
759
+56
2425
$8.95K ﹤0.01%
101
+6
95 96
97
98 99