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
3326
$780 ﹤0.01%
85
3327
$775 ﹤0.01%
67
-2
3328
$773 ﹤0.01%
27
3329
$768 ﹤0.01%
80
3330
$765 ﹤0.01%
33
-10
3331
$764 ﹤0.01%
64
3332
$763 ﹤0.01%
81
-25
3333
$754 ﹤0.01%
76
3334
$753 ﹤0.01%
52
3335
$749 ﹤0.01%
117
3336
$748 ﹤0.01%
19
-578
3337
$747 ﹤0.01%
450
3338
$747 ﹤0.01%
171
+131
3339
$744 ﹤0.01%
+496
3340
$743 ﹤0.01%
17
3341
$742 ﹤0.01%
24
+19
3342
$741 ﹤0.01%
95
3343
$739 ﹤0.01%
30
3344
$739 ﹤0.01%
31
-26
3345
$738 ﹤0.01%
24
-30
3346
$729 ﹤0.01%
28
-25
3347
$724 ﹤0.01%
216
3348
$724 ﹤0.01%
26
-69
3349
$723 ﹤0.01%
15
-2
3350
$717 ﹤0.01%
+850
132 133
134
135 136