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
3751
$122 ﹤0.01%
7
3752
$121 ﹤0.01%
13
3753
$120 ﹤0.01%
88
3754
$119 ﹤0.01%
8
3755
$118 ﹤0.01%
70
+50
3756
$118 ﹤0.01%
10
3757
$117 ﹤0.01%
39
3758
$117 ﹤0.01%
19
3759
$117 ﹤0.01%
41
3760
$115 ﹤0.01%
7
-45
3761
$115 ﹤0.01%
5
3762
$113 ﹤0.01%
+6
3763
$113 ﹤0.01%
12
3764
$113 ﹤0.01%
10
-5
3765
$112 ﹤0.01%
6
3766
$111 ﹤0.01%
11
3767
$110 ﹤0.01%
17
3768
$108 ﹤0.01%
47
3769
$108 ﹤0.01%
15
3770
$107 ﹤0.01%
4
3771
$107 ﹤0.01%
1
-1
3772
$106 ﹤0.01%
15
3773
$106 ﹤0.01%
2
3774
$105 ﹤0.01%
5
3775
$104 ﹤0.01%
29
149 150
151
152 153