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
3776
$104 ﹤0.01%
24
3777
$102 ﹤0.01%
2
3778
$102 ﹤0.01%
1
-2
3779
$101 ﹤0.01%
183
3780
$99 ﹤0.01%
2
3781
$98 ﹤0.01%
+32
3782
$98 ﹤0.01%
5
3783
$98 ﹤0.01%
2
-1
3784
$98 ﹤0.01%
22
3785
$96 ﹤0.01%
3
3786
$96 ﹤0.01%
3
3787
$96 ﹤0.01%
2
3788
$95 ﹤0.01%
12
+2
3789
$95 ﹤0.01%
3
-9
3790
$95 ﹤0.01%
8
-14
3791
$95 ﹤0.01%
3
-1
3792
$93 ﹤0.01%
8
3793
$92 ﹤0.01%
+5
3794
$92 ﹤0.01%
8
+2
3795
$92 ﹤0.01%
3
3796
$91 ﹤0.01%
5
3797
$91 ﹤0.01%
7
3798
$91 ﹤0.01%
3
-10
3799
$89 ﹤0.01%
7
3800
$89 ﹤0.01%
1
150 151
152
153 154