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
3876
$44 ﹤0.01%
6
3877
$44 ﹤0.01%
6
3878
$44 ﹤0.01%
3
3879
$43 ﹤0.01%
5
3880
$42 ﹤0.01%
2
3881
$41 ﹤0.01%
1
3882
$41 ﹤0.01%
10
-2,000
3883
$41 ﹤0.01%
10
3884
$40 ﹤0.01%
23
3885
$40 ﹤0.01%
25
3886
$40 ﹤0.01%
8
3887
$39 ﹤0.01%
1
3888
$39 ﹤0.01%
5
3889
$39 ﹤0.01%
13
3890
$36 ﹤0.01%
+6
3891
$36 ﹤0.01%
1
3892
$36 ﹤0.01%
10
3893
$36 ﹤0.01%
7
3894
$35 ﹤0.01%
5
3895
$35 ﹤0.01%
2
-5
3896
$34 ﹤0.01%
+3
3897
$34 ﹤0.01%
1
-743
3898
$34 ﹤0.01%
2
-232
3899
$33 ﹤0.01%
2
-3
3900
$33 ﹤0.01%
1
154 155
156
157 158