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 Short 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
1
$187M 6.77%
318,284
+20,797
2
$132M 4.76%
244,235
-6,840
3
$76M 2.75%
1,680,738
+155,008
4
$68.4M 2.47%
272,948
-44,205
5
$50.1M 1.81%
118,746
-15,196
6
$45M 1.63%
422,029
+121,681
7
$43.4M 1.57%
322,974
-528,211
8
$34.3M 1.24%
458,716
+53,017
9
$33.5M 1.21%
152,562
+2,473
10
$32.2M 1.16%
54,894
+3,650
11
$31.5M 1.14%
177,047
+17,845
12
$31.2M 1.13%
652,889
+43,605
13
$30.8M 1.11%
600,426
+219,342
14
$28.2M 1.02%
277,321
+36,356
15
$27.5M 1%
239,051
+27,558
16
$22.1M 0.8%
116,637
-728
17
$21M 0.76%
298,767
+36,734
18
$20.6M 0.75%
393,050
+61,325
19
$20.6M 0.74%
212,263
+132,597
20
$20.1M 0.73%
207,942
+38,524
21
$19.7M 0.71%
43,429
+5,250
22
$19M 0.69%
37,261
+6,081
23
$18.2M 0.66%
253,062
+9,087
24
$17.9M 0.65%
436,886
+11,335
25
$17.6M 0.64%
175,798
+146,857
1
2 3 4 5