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
3376
$657 ﹤0.01%
54
-3,596
3377
$653 ﹤0.01%
27
3378
$650 ﹤0.01%
19
3379
$648 ﹤0.01%
48
3380
$646 ﹤0.01%
361
-253
3381
$645 ﹤0.01%
18
3382
$643 ﹤0.01%
25
3383
$640 ﹤0.01%
+135
3384
$638 ﹤0.01%
65
+50
3385
$637 ﹤0.01%
26
3386
$636 ﹤0.01%
7
3387
$635 ﹤0.01%
13
3388
$633 ﹤0.01%
17
3389
$633 ﹤0.01%
9
-8
3390
$629 ﹤0.01%
45
3391
$625 ﹤0.01%
15
3392
$625 ﹤0.01%
36
-24
3393
$621 ﹤0.01%
13
3394
$619 ﹤0.01%
30
-49
3395
$617 ﹤0.01%
52
3396
$614 ﹤0.01%
8
3397
$614 ﹤0.01%
19
3398
$614 ﹤0.01%
181
3399
$613 ﹤0.01%
44
3400
$610 ﹤0.01%
65
134 135
136
137 138