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
3626
$229 ﹤0.01%
113
3627
$229 ﹤0.01%
+20
3628
$227 ﹤0.01%
55
3629
$226 ﹤0.01%
400
3630
$226 ﹤0.01%
4
3631
$225 ﹤0.01%
53
3632
$225 ﹤0.01%
16
-47
3633
$222 ﹤0.01%
26
-3
3634
$221 ﹤0.01%
6
3635
$221 ﹤0.01%
16
3636
$221 ﹤0.01%
8
-7
3637
$221 ﹤0.01%
40
-10
3638
$219 ﹤0.01%
35
-875
3639
$216 ﹤0.01%
4
3640
$216 ﹤0.01%
23
3641
$216 ﹤0.01%
21
3642
$215 ﹤0.01%
28
3643
$214 ﹤0.01%
+100
3644
$214 ﹤0.01%
8
3645
$214 ﹤0.01%
+12
3646
$211 ﹤0.01%
6
-7
3647
$210 ﹤0.01%
5
3648
$209 ﹤0.01%
17
3649
$208 ﹤0.01%
+30
3650
$206 ﹤0.01%
7
144 145
146
147 148