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
3526
$335 ﹤0.01%
22
3527
$334 ﹤0.01%
58
-76
3528
$331 ﹤0.01%
10
-52
3529
$330 ﹤0.01%
35
+26
3530
$330 ﹤0.01%
3
3531
$329 ﹤0.01%
9
3532
$327 ﹤0.01%
12
3533
$327 ﹤0.01%
30
-107
3534
$326 ﹤0.01%
+23
3535
$324 ﹤0.01%
10
3536
$323 ﹤0.01%
33
-4
3537
$322 ﹤0.01%
1
3538
$322 ﹤0.01%
18
3539
$320 ﹤0.01%
30
-20
3540
$318 ﹤0.01%
18
-10
3541
$316 ﹤0.01%
12
+9
3542
$315 ﹤0.01%
25
3543
$314 ﹤0.01%
8
3544
$312 ﹤0.01%
100
3545
$312 ﹤0.01%
60
3546
$312 ﹤0.01%
8
+1
3547
$310 ﹤0.01%
2
3548
$308 ﹤0.01%
7
3549
$308 ﹤0.01%
26
3550
$307 ﹤0.01%
30
140 141
142
143 144