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
3451
$469 ﹤0.01%
+8
3452
$467 ﹤0.01%
12
-23
3453
$462 ﹤0.01%
56
3454
$460 ﹤0.01%
11
+2
3455
$458 ﹤0.01%
43
-44
3456
$455 ﹤0.01%
5
+2
3457
$451 ﹤0.01%
22
-420
3458
$449 ﹤0.01%
26
-15
3459
$448 ﹤0.01%
46
-22
3460
$440 ﹤0.01%
20
3461
$437 ﹤0.01%
40
3462
$436 ﹤0.01%
5
3463
$434 ﹤0.01%
51
+46
3464
$430 ﹤0.01%
40
3465
$428 ﹤0.01%
18
3466
$428 ﹤0.01%
55
3467
$427 ﹤0.01%
65
+15
3468
$427 ﹤0.01%
24
-66
3469
$426 ﹤0.01%
40
3470
$424 ﹤0.01%
85
-10
3471
$421 ﹤0.01%
52
3472
$416 ﹤0.01%
60
3473
$415 ﹤0.01%
6
3474
$415 ﹤0.01%
19
3475
$414 ﹤0.01%
28
137 138
139
140 141