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
3801
$87 ﹤0.01%
4
-18
3802
$87 ﹤0.01%
1
-15
3803
$85 ﹤0.01%
10
3804
$85 ﹤0.01%
67
-183
3805
$85 ﹤0.01%
45
-8
3806
$84 ﹤0.01%
46
+10
3807
$84 ﹤0.01%
8
3808
$83 ﹤0.01%
36
3809
$83 ﹤0.01%
3
3810
$82 ﹤0.01%
21
3811
$81 ﹤0.01%
+100
3812
$81 ﹤0.01%
2
-616
3813
$81 ﹤0.01%
3
3814
$81 ﹤0.01%
5
3815
$80 ﹤0.01%
55
3816
$79 ﹤0.01%
+25
3817
$79 ﹤0.01%
6
3818
$78 ﹤0.01%
33
3819
$78 ﹤0.01%
14
3820
$78 ﹤0.01%
+37
3821
$78 ﹤0.01%
+6
3822
$78 ﹤0.01%
1
-6,480
3823
$78 ﹤0.01%
650
-21,950
3824
$77 ﹤0.01%
5
3825
$77 ﹤0.01%
7
151 152
153
154 155