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
3651
$206 ﹤0.01%
6
3652
$206 ﹤0.01%
4
3653
$205 ﹤0.01%
8
-1,932
3654
$205 ﹤0.01%
+20
3655
$205 ﹤0.01%
+80
3656
$204 ﹤0.01%
5
3657
$201 ﹤0.01%
37
-307
3658
$201 ﹤0.01%
1
3659
$200 ﹤0.01%
29
+14
3660
$198 ﹤0.01%
8
3661
$197 ﹤0.01%
66
3662
$197 ﹤0.01%
14
3663
$193 ﹤0.01%
6
3664
$192 ﹤0.01%
11
3665
$191 ﹤0.01%
8
-187
3666
$191 ﹤0.01%
3
3667
$191 ﹤0.01%
9
-13
3668
$189 ﹤0.01%
3
3669
$189 ﹤0.01%
19
3670
$188 ﹤0.01%
14
-2
3671
$187 ﹤0.01%
+34
3672
$187 ﹤0.01%
+3
3673
$186 ﹤0.01%
1
3674
$185 ﹤0.01%
40
-54
3675
$185 ﹤0.01%
18
-28
145 146
147
148 149