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
3826
$76 ﹤0.01%
40
+38
3827
$76 ﹤0.01%
26
3828
$76 ﹤0.01%
5
3829
$76 ﹤0.01%
2
3830
$74 ﹤0.01%
4
-1,256
3831
$74 ﹤0.01%
4
3832
$73 ﹤0.01%
97
3833
$72 ﹤0.01%
7
3834
$72 ﹤0.01%
2
3835
$71 ﹤0.01%
3
3836
$70 ﹤0.01%
4
3837
$70 ﹤0.01%
7
3838
$68 ﹤0.01%
1
3839
$67 ﹤0.01%
1
3840
$67 ﹤0.01%
5
3841
$66 ﹤0.01%
13
3842
$66 ﹤0.01%
10
-8
3843
$65 ﹤0.01%
+47
3844
$65 ﹤0.01%
8
3845
$65 ﹤0.01%
20
3846
$64 ﹤0.01%
23
+22
3847
$64 ﹤0.01%
14
3848
$63 ﹤0.01%
45
3849
$63 ﹤0.01%
5
3850
$63 ﹤0.01%
2
152 153
154
155 156