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
3726
$138 ﹤0.01%
23
3727
$138 ﹤0.01%
2
3728
$138 ﹤0.01%
17
-10
3729
$137 ﹤0.01%
19
3730
$137 ﹤0.01%
15
-5
3731
$137 ﹤0.01%
4
-5
3732
$136 ﹤0.01%
16
3733
$136 ﹤0.01%
25
3734
$136 ﹤0.01%
11
3735
$135 ﹤0.01%
6
3736
$134 ﹤0.01%
5
-10
3737
$133 ﹤0.01%
5
3738
$133 ﹤0.01%
2
3739
$132 ﹤0.01%
7
3740
$132 ﹤0.01%
6
3741
$131 ﹤0.01%
15
-12
3742
$130 ﹤0.01%
+16
3743
$130 ﹤0.01%
5
3744
$129 ﹤0.01%
11
-75
3745
$128 ﹤0.01%
12
3746
$127 ﹤0.01%
2
3747
$126 ﹤0.01%
+3
3748
$125 ﹤0.01%
16
3749
$125 ﹤0.01%
2
3750
$124 ﹤0.01%
3
148 149
150
151 152