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
3351
$716 ﹤0.01%
22
-53
3352
$716 ﹤0.01%
61
3353
$713 ﹤0.01%
35
-72
3354
$710 ﹤0.01%
22
3355
$709 ﹤0.01%
16
3356
$707 ﹤0.01%
54
3357
$700 ﹤0.01%
100
3358
$696 ﹤0.01%
74
3359
$695 ﹤0.01%
46
-617
3360
$693 ﹤0.01%
+100
3361
$693 ﹤0.01%
102
-45
3362
$689 ﹤0.01%
33
-19
3363
$689 ﹤0.01%
15
3364
$687 ﹤0.01%
13
-5
3365
$686 ﹤0.01%
29
3366
$685 ﹤0.01%
40
3367
$684 ﹤0.01%
13
-5
3368
$676 ﹤0.01%
23
3369
$672 ﹤0.01%
79
+63
3370
$669 ﹤0.01%
100
3371
$668 ﹤0.01%
28
3372
$667 ﹤0.01%
431
3373
$665 ﹤0.01%
+100
3374
$664 ﹤0.01%
12
3375
$657 ﹤0.01%
+130
133 134
135
136 137