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
3576
$276 ﹤0.01%
83
3577
$275 ﹤0.01%
8
3578
$275 ﹤0.01%
12
-10
3579
$273 ﹤0.01%
11
3580
$272 ﹤0.01%
35
3581
$269 ﹤0.01%
10
-120
3582
$268 ﹤0.01%
46
-10
3583
$268 ﹤0.01%
15
3584
$265 ﹤0.01%
55
3585
$265 ﹤0.01%
+30
3586
$264 ﹤0.01%
14
3587
$263 ﹤0.01%
10
3588
$262 ﹤0.01%
15
-169
3589
$262 ﹤0.01%
15
3590
$262 ﹤0.01%
8
-17
3591
$260 ﹤0.01%
6
3592
$259 ﹤0.01%
+60
3593
$258 ﹤0.01%
19
3594
$257 ﹤0.01%
7
-165
3595
$257 ﹤0.01%
15
-25
3596
$256 ﹤0.01%
7
3597
$255 ﹤0.01%
9
3598
$252 ﹤0.01%
19
-3
3599
$251 ﹤0.01%
100
3600
$251 ﹤0.01%
38
142 143
144
145 146