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
3601
$249 ﹤0.01%
3
-23
3602
$249 ﹤0.01%
15
3603
$248 ﹤0.01%
40
-17
3604
$248 ﹤0.01%
38
3605
$247 ﹤0.01%
1
-86
3606
$246 ﹤0.01%
99
3607
$244 ﹤0.01%
+21
3608
$243 ﹤0.01%
35
3609
$243 ﹤0.01%
80
3610
$242 ﹤0.01%
24
-35
3611
$240 ﹤0.01%
13
3612
$239 ﹤0.01%
33
3613
$239 ﹤0.01%
125
3614
$239 ﹤0.01%
50
3615
$239 ﹤0.01%
60
-25
3616
$238 ﹤0.01%
+35
3617
$238 ﹤0.01%
50
3618
$238 ﹤0.01%
144
3619
$236 ﹤0.01%
16
3620
$234 ﹤0.01%
15
3621
$234 ﹤0.01%
13
3622
$233 ﹤0.01%
6
3623
$232 ﹤0.01%
266
3624
$231 ﹤0.01%
13
3625
$230 ﹤0.01%
+11
143 144
145
146 147