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
3276
$911 ﹤0.01%
43
-204
3277
$911 ﹤0.01%
50
-438
3278
$909 ﹤0.01%
8
3279
$907 ﹤0.01%
20
-18
3280
$907 ﹤0.01%
35
3281
$907 ﹤0.01%
40
-15
3282
$906 ﹤0.01%
107
3283
$905 ﹤0.01%
101
-70
3284
$903 ﹤0.01%
217
3285
$901 ﹤0.01%
110
-95
3286
$898 ﹤0.01%
86
-25
3287
$893 ﹤0.01%
36
-10
3288
$887 ﹤0.01%
45
3289
$886 ﹤0.01%
40
+13
3290
$885 ﹤0.01%
37
-1,456
3291
$871 ﹤0.01%
66
+55
3292
$867 ﹤0.01%
28
3293
$867 ﹤0.01%
64
3294
$866 ﹤0.01%
89
+18
3295
$859 ﹤0.01%
52
3296
$859 ﹤0.01%
27
-5
3297
$855 ﹤0.01%
+500
3298
$854 ﹤0.01%
124
-15
3299
$853 ﹤0.01%
241
+233
3300
$847 ﹤0.01%
+50
130 131
132
133 134