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
3901
$33 ﹤0.01%
1
3902
$32 ﹤0.01%
1
-15
3903
$32 ﹤0.01%
2
3904
$32 ﹤0.01%
2
3905
$32 ﹤0.01%
2
-3
3906
$32 ﹤0.01%
3
3907
$31 ﹤0.01%
2
3908
$31 ﹤0.01%
4
-379
3909
$30 ﹤0.01%
2
-1
3910
$30 ﹤0.01%
2
3911
$30 ﹤0.01%
1
-133
3912
$29 ﹤0.01%
11
3913
$28 ﹤0.01%
1
3914
$28 ﹤0.01%
1
3915
$28 ﹤0.01%
1
3916
$28 ﹤0.01%
1
3917
$28 ﹤0.01%
+3
3918
$28 ﹤0.01%
4
3919
$28 ﹤0.01%
4
3920
$27 ﹤0.01%
25
3921
$27 ﹤0.01%
2
3922
$26 ﹤0.01%
1
3923
$25 ﹤0.01%
1
3924
$24 ﹤0.01%
1
3925
$24 ﹤0.01%
1
155 156
157
158 159