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
2451
$8.24K ﹤0.01%
174
-618
2452
$8.24K ﹤0.01%
108
-40
2453
$8.22K ﹤0.01%
154
-635
2454
$8.21K ﹤0.01%
245
-881
2455
$8.2K ﹤0.01%
329
-37
2456
$8.19K ﹤0.01%
272
-144
2457
$8.18K ﹤0.01%
515
2458
$8.13K ﹤0.01%
150
-42
2459
$8.13K ﹤0.01%
80
+6
2460
$8.11K ﹤0.01%
1,167
2461
$8.09K ﹤0.01%
1,434
-3
2462
$8.09K ﹤0.01%
822
-320
2463
$8.08K ﹤0.01%
491
+257
2464
$8.07K ﹤0.01%
126
-59
2465
$8.04K ﹤0.01%
118
-886
2466
$8.04K ﹤0.01%
63
2467
$8.04K ﹤0.01%
332
2468
$8.01K ﹤0.01%
214
-48
2469
$8K ﹤0.01%
119
+99
2470
$8K ﹤0.01%
966
-1,586
2471
$7.97K ﹤0.01%
76
+25
2472
$7.89K ﹤0.01%
1,029
-1,000
2473
$7.89K ﹤0.01%
359
+98
2474
$7.89K ﹤0.01%
135
-6
2475
$7.89K ﹤0.01%
22
+5
97 98
99
100 101