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
4001
– –
-16
4002
– –
-66
4003
– –
-344
4004
– –
-1
4005
– –
-720
4006
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-17
4007
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-78
4008
– –
-5
4009
– –
-763
4010
– –
-34
4011
– –
-46
4012
– –
-560
4013
– –
-2,024
4014
– –
-230
4015
– –
-117
4016
– –
-43
4017
– –
-293
4018
– –
-1
4019
– –
-294
4020
– –
-260
4021
– –
-87
4022
– –
-248
4023
– –
-320
4024
– –
-5
4025
– –
-42
159 160
161
162 163