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
3301
$841 ﹤0.01%
27
+26
3302
$840 ﹤0.01%
50
3303
$840 ﹤0.01%
45
3304
$832 ﹤0.01%
209
+146
3305
$827 ﹤0.01%
44
-8
3306
$825 ﹤0.01%
37
-76
3307
$821 ﹤0.01%
12
-15
3308
$818 ﹤0.01%
120
-9
3309
$812 ﹤0.01%
137
+2
3310
$808 ﹤0.01%
9
-3
3311
$805 ﹤0.01%
500
-3
3312
$805 ﹤0.01%
32
3313
$800 ﹤0.01%
50
3314
$798 ﹤0.01%
47
-23
3315
$798 ﹤0.01%
19
-15
3316
$797 ﹤0.01%
20
3317
$797 ﹤0.01%
32
-18
3318
$795 ﹤0.01%
22
+19
3319
$793 ﹤0.01%
42
3320
$790 ﹤0.01%
13
-98
3321
$789 ﹤0.01%
40
-59
3322
$788 ﹤0.01%
4
3323
$784 ﹤0.01%
14
3324
$783 ﹤0.01%
62
3325
$781 ﹤0.01%
19
-5
131 132
133
134 135