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 0-1 Year 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
3976
– –
-2
3977
$3 ﹤0.01%
1
3978
$3 ﹤0.01%
2
-105
3979
$3 ﹤0.01%
1
3980
$3 ﹤0.01%
1
3981
$3 ﹤0.01%
1
3982
$3 ﹤0.01%
1
3983
$3 ﹤0.01%
1
3984
$2 ﹤0.01%
5
-10,985
3985
– –
-8,000
3986
$2 ﹤0.01%
1
3987
– –
0
3988
$2 ﹤0.01%
1
3989
$2 ﹤0.01%
1
3990
– –
0
3991
– –
0
3992
$1 ﹤0.01%
2
3993
– –
0
3994
$1 ﹤0.01%
342
-5
3995
– –
-12
3996
– –
-275
3997
– –
0
3998
– –
-616
3999
– –
0
4000
– –
-70
158 159
160
161 162