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
3851
$61 ﹤0.01%
5
3852
$61 ﹤0.01%
51
-4
3853
$60 ﹤0.01%
1
-5
3854
$60 ﹤0.01%
20
-15
3855
$59 ﹤0.01%
4
3856
$58 ﹤0.01%
5
3857
$57 ﹤0.01%
+2
3858
$57 ﹤0.01%
1
3859
$57 ﹤0.01%
2
3860
$56 ﹤0.01%
5
-737
3861
$56 ﹤0.01%
4
-244
3862
$55 ﹤0.01%
9
3863
$54 ﹤0.01%
2
3864
$54 ﹤0.01%
1
-125
3865
$54 ﹤0.01%
1
3866
$52 ﹤0.01%
2
+1
3867
$51 ﹤0.01%
1
3868
$51 ﹤0.01%
5
-5
3869
$50 ﹤0.01%
2
-25
3870
$49 ﹤0.01%
5
-1,038
3871
$49 ﹤0.01%
5
3872
$49 ﹤0.01%
10
3873
$46 ﹤0.01%
+1
3874
$46 ﹤0.01%
4
3875
$46 ﹤0.01%
3
153 154
155
156 157