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
3401
$608 ﹤0.01%
10
3402
$605 ﹤0.01%
118
+72
3403
$604 ﹤0.01%
21
+1
3404
$602 ﹤0.01%
15
3405
$601 ﹤0.01%
13
3406
$600 ﹤0.01%
3
3407
$599 ﹤0.01%
42
-10
3408
$597 ﹤0.01%
100
3409
$591 ﹤0.01%
18
-1
3410
$587 ﹤0.01%
16
3411
$579 ﹤0.01%
46
3412
$577 ﹤0.01%
96
3413
$574 ﹤0.01%
8
-1
3414
$571 ﹤0.01%
36
3415
$568 ﹤0.01%
9
+1
3416
$567 ﹤0.01%
50
3417
$564 ﹤0.01%
89
-47
3418
$562 ﹤0.01%
5
3419
$560 ﹤0.01%
60
-8
3420
$559 ﹤0.01%
20
3421
$557 ﹤0.01%
22
3422
$556 ﹤0.01%
55
3423
$545 ﹤0.01%
45
3424
$544 ﹤0.01%
65
3425
$544 ﹤0.01%
73
135 136
137
138 139