FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$14.8M
2
+$13.1M
3
+$13.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$11.5M

Top Sells

1
+$72.8M
2
+$36.7M
3
+$10.4M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$10.3M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.66M

Sector Composition

1 Technology 10.41%
2 Financials 4.58%
3 Consumer Discretionary 3.66%
4 Healthcare 3.06%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3676
$184 ﹤0.01%
18
3677
$182 ﹤0.01%
6
3678
$182 ﹤0.01%
17
3679
$181 ﹤0.01%
13
-4
3680
$181 ﹤0.01%
27
-10
3681
$178 ﹤0.01%
10
-3
3682
$177 ﹤0.01%
9
3683
$176 ﹤0.01%
15
-5
3684
$173 ﹤0.01%
+9
3685
$172 ﹤0.01%
5
3686
$171 ﹤0.01%
4
-1
3687
$171 ﹤0.01%
4
-870
3688
$171 ﹤0.01%
22
3689
$170 ﹤0.01%
22
3690
$170 ﹤0.01%
8
-24
3691
$170 ﹤0.01%
10
3692
$169 ﹤0.01%
103
3693
$168 ﹤0.01%
15
3694
$168 ﹤0.01%
7
3695
$168 ﹤0.01%
+6
3696
$166 ﹤0.01%
14
3697
$166 ﹤0.01%
15
3698
$165 ﹤0.01%
28
3699
$164 ﹤0.01%
7
3700
$164 ﹤0.01%
28
146 147
148
149 150