FFA

Farther Finance Advisors Portfolio holdings

AUM $10.6B
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
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
+$14.8M
2
+$13.1M
3
+$13.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$11.5M

Top Sells

1
+$72.8M
2
+$36.7M
3
+$10.4M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$10.3M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.66M

Sector Composition

1 Technology 10.41%
2 Financials 4.58%
3 Consumer Discretionary 3.66%
4 Healthcare 3.06%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$1.15K ﹤0.01%
40
3202
$1.14K ﹤0.01%
50
3203
$1.14K ﹤0.01%
44
3204
$1.13K ﹤0.01%
89
3205
$1.13K ﹤0.01%
42
+35
3206
$1.13K ﹤0.01%
+650
3207
$1.12K ﹤0.01%
91
3208
$1.12K ﹤0.01%
571
+205
3209
$1.12K ﹤0.01%
725
3210
$1.12K ﹤0.01%
117
3211
$1.12K ﹤0.01%
36
3212
$1.11K ﹤0.01%
55
+5
3213
$1.11K ﹤0.01%
348
3214
$1.11K ﹤0.01%
19
3215
$1.1K ﹤0.01%
57
-1,190
3216
$1.09K ﹤0.01%
14
3217
$1.09K ﹤0.01%
56
-2,029
3218
$1.09K ﹤0.01%
135
3219
$1.09K ﹤0.01%
150
3220
$1.09K ﹤0.01%
+40
3221
$1.09K ﹤0.01%
+55
3222
$1.08K ﹤0.01%
336
3223
$1.08K ﹤0.01%
206
3224
$1.08K ﹤0.01%
91
-52
3225
$1.07K ﹤0.01%
35
127 128
129
130 131