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
3551
$306 ﹤0.01%
30
-5
3552
$304 ﹤0.01%
11
3553
$303 ﹤0.01%
150
3554
$303 ﹤0.01%
10
-179
3555
$302 ﹤0.01%
58
+25
3556
$301 ﹤0.01%
44
3557
$300 ﹤0.01%
9
3558
$298 ﹤0.01%
11
-5
3559
$295 ﹤0.01%
164
3560
$295 ﹤0.01%
22
+10
3561
$294 ﹤0.01%
5
3562
$289 ﹤0.01%
158
3563
$288 ﹤0.01%
22
-5
3564
$288 ﹤0.01%
18
3565
$287 ﹤0.01%
+226
3566
$286 ﹤0.01%
44
-75
3567
$286 ﹤0.01%
45
3568
$285 ﹤0.01%
64
-143
3569
$284 ﹤0.01%
24
3570
$283 ﹤0.01%
30
3571
$282 ﹤0.01%
2
-3
3572
$282 ﹤0.01%
27
3573
$280 ﹤0.01%
3
3574
$279 ﹤0.01%
19
3575
$277 ﹤0.01%
25
141 142
143
144 145