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
3426
$542 ﹤0.01%
12
-3
3427
$541 ﹤0.01%
34
-41
3428
$541 ﹤0.01%
29
3429
$540 ﹤0.01%
30
-1,365
3430
$533 ﹤0.01%
20
-801
3431
$526 ﹤0.01%
6
3432
$525 ﹤0.01%
10
3433
$520 ﹤0.01%
406
3434
$511 ﹤0.01%
41
-8
3435
$511 ﹤0.01%
57
+5
3436
$510 ﹤0.01%
13
3437
$508 ﹤0.01%
171
+160
3438
$501 ﹤0.01%
47
3439
$492 ﹤0.01%
55
-70
3440
$492 ﹤0.01%
9
3441
$491 ﹤0.01%
130
+26
3442
$491 ﹤0.01%
11
3443
$489 ﹤0.01%
21
-2,575
3444
$488 ﹤0.01%
125
3445
$487 ﹤0.01%
6
-46
3446
$483 ﹤0.01%
31
-100
3447
$478 ﹤0.01%
63
3448
$476 ﹤0.01%
50
3449
$473 ﹤0.01%
150
3450
$469 ﹤0.01%
21
-10
136 137
138
139 140