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
3476
$413 ﹤0.01%
27
-224
3477
$413 ﹤0.01%
18
-5
3478
$409 ﹤0.01%
43
3479
$406 ﹤0.01%
45
-393
3480
$406 ﹤0.01%
26
+10
3481
$405 ﹤0.01%
15
-5
3482
$404 ﹤0.01%
25
3483
$402 ﹤0.01%
22
3484
$400 ﹤0.01%
203
-2
3485
$398 ﹤0.01%
5
-62
3486
$398 ﹤0.01%
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3487
$398 ﹤0.01%
25
3488
$396 ﹤0.01%
3
3489
$394 ﹤0.01%
20
+10
3490
$394 ﹤0.01%
5
3491
$390 ﹤0.01%
3
3492
$388 ﹤0.01%
+66
3493
$388 ﹤0.01%
22
3494
$387 ﹤0.01%
95
3495
$386 ﹤0.01%
8
-6
3496
$384 ﹤0.01%
13
3497
$381 ﹤0.01%
62
3498
$379 ﹤0.01%
27
3499
$377 ﹤0.01%
47
3500
$375 ﹤0.01%
33
138 139
140
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