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
3701
$162 ﹤0.01%
18
-10
3702
$160 ﹤0.01%
43
3703
$160 ﹤0.01%
14
3704
$160 ﹤0.01%
+8
3705
$159 ﹤0.01%
100
3706
$158 ﹤0.01%
28
-1
3707
$158 ﹤0.01%
30
3708
$158 ﹤0.01%
50
3709
$157 ﹤0.01%
+6
3710
$154 ﹤0.01%
20
3711
$154 ﹤0.01%
20
3712
$153 ﹤0.01%
1
-4
3713
$152 ﹤0.01%
22
3714
$150 ﹤0.01%
27
3715
$149 ﹤0.01%
+100
3716
$148 ﹤0.01%
33
3717
$148 ﹤0.01%
9
3718
$146 ﹤0.01%
19
-15
3719
$146 ﹤0.01%
30
3720
$144 ﹤0.01%
144
-210
3721
$144 ﹤0.01%
18
3722
$143 ﹤0.01%
4
-1
3723
$141 ﹤0.01%
9
3724
$141 ﹤0.01%
+4
3725
$139 ﹤0.01%
2
147 148
149
150 151