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
3251
$991 ﹤0.01%
65
3252
$989 ﹤0.01%
687
-1,746
3253
$980 ﹤0.01%
43
3254
$980 ﹤0.01%
32
3255
$977 ﹤0.01%
76
-3
3256
$972 ﹤0.01%
59
-11
3257
$972 ﹤0.01%
32
-16
3258
$968 ﹤0.01%
83
-35
3259
$968 ﹤0.01%
77
-25
3260
$966 ﹤0.01%
19
3261
$957 ﹤0.01%
25
3262
$954 ﹤0.01%
83
-7,230
3263
$951 ﹤0.01%
69
3264
$949 ﹤0.01%
27
3265
$945 ﹤0.01%
27
-266
3266
$941 ﹤0.01%
+9
3267
$937 ﹤0.01%
93
-8
3268
$925 ﹤0.01%
55
3269
$924 ﹤0.01%
76
+1
3270
$923 ﹤0.01%
14
-2,468
3271
$923 ﹤0.01%
378
+14
3272
$922 ﹤0.01%
10
-205
3273
$916 ﹤0.01%
27
-2
3274
$915 ﹤0.01%
18
-5
3275
$913 ﹤0.01%
42
129 130
131
132 133