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
2426
$8.95K ﹤0.01%
413
2427
$8.94K ﹤0.01%
191
2428
$8.91K ﹤0.01%
599
-460
2429
$8.9K ﹤0.01%
50
-48
2430
$8.89K ﹤0.01%
2,201
-3,600
2431
$8.87K ﹤0.01%
1,033
-4,000
2432
$8.86K ﹤0.01%
198
+92
2433
$8.82K ﹤0.01%
201
-85
2434
$8.79K ﹤0.01%
1,119
+89
2435
$8.71K ﹤0.01%
482
2436
$8.7K ﹤0.01%
185
2437
$8.68K ﹤0.01%
612
-5
2438
$8.68K ﹤0.01%
+100
2439
$8.66K ﹤0.01%
92
+10
2440
$8.64K ﹤0.01%
767
+18
2441
$8.58K ﹤0.01%
234
-96
2442
$8.57K ﹤0.01%
89
+81
2443
$8.54K ﹤0.01%
7
-79
2444
$8.53K ﹤0.01%
437
2445
$8.52K ﹤0.01%
169
-89
2446
$8.49K ﹤0.01%
519
2447
$8.46K ﹤0.01%
110
-5
2448
$8.44K ﹤0.01%
57
-2,220
2449
$8.43K ﹤0.01%
570
2450
$8.33K ﹤0.01%
359
+200
96 97
98
99 100