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
3951
– –
0
3952
$13 ﹤0.01%
1
3953
$13 ﹤0.01%
2
-21
3954
– –
0
3955
$13 ﹤0.01%
2
+1
3956
$12 ﹤0.01%
1
3957
– –
0
3958
$12 ﹤0.01%
1
-282
3959
$12 ﹤0.01%
7
3960
$12 ﹤0.01%
+4
3961
$11 ﹤0.01%
1
3962
– –
0
3963
$10 ﹤0.01%
1
3964
$9 ﹤0.01%
2
3965
$8 ﹤0.01%
1
3966
$8 ﹤0.01%
1
3967
$8 ﹤0.01%
30
3968
$8 ﹤0.01%
73
3969
$8 ﹤0.01%
+1
3970
$8 ﹤0.01%
6
-1,244
3971
$7 ﹤0.01%
4
3972
$6 ﹤0.01%
1
3973
$6 ﹤0.01%
1
3974
$5 ﹤0.01%
1
3975
$4 ﹤0.01%
1
157 158
159
160 161