FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$14.8M
2
+$13.1M
3
+$13.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$11.5M

Top Sells

1
+$72.8M
2
+$36.7M
3
+$10.4M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$10.3M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.66M

Sector Composition

1 Technology 10.41%
2 Financials 4.58%
3 Consumer Discretionary 3.66%
4 Healthcare 3.06%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3926
$23 ﹤0.01%
1
-140
3927
$22 ﹤0.01%
6
-18
3928
$21 ﹤0.01%
+1
3929
$21 ﹤0.01%
2
-5
3930
$21 ﹤0.01%
+6
3931
$20 ﹤0.01%
1
3932
$19 ﹤0.01%
1
3933
$19 ﹤0.01%
1
-10
3934
$18 ﹤0.01%
1
3935
$18 ﹤0.01%
+6
3936
$18 ﹤0.01%
35
-29
3937
$17 ﹤0.01%
4
-6
3938
$17 ﹤0.01%
2
3939
$17 ﹤0.01%
1
3940
$17 ﹤0.01%
5
-5
3941
$16 ﹤0.01%
46
+44
3942
$16 ﹤0.01%
1
-1
3943
$16 ﹤0.01%
5
3944
$15 ﹤0.01%
1
-1
3945
$15 ﹤0.01%
+10
3946
$15 ﹤0.01%
6
+5
3947
$15 ﹤0.01%
1
3948
$15 ﹤0.01%
1
3949
$15 ﹤0.01%
+4
3950
$14 ﹤0.01%
2
156 157
158
159 160