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
4026
– –
-306
4027
– –
-299
4028
– –
-1
4029
– –
-10
4030
– –
-158
4031
– –
-102
4032
– –
-35,214
4033
– –
0
4034
– –
-16,569
4035
– –
-42
4036
– –
-3,000
4037
– –
-73
4038
– –
-3,601
4039
– –
-500
4040
– –
-5
4041
– –
-550
4042
– –
-570
4043
– –
-16,014
4044
– –
-1
4045
– –
-3
4046
– –
-8
4047
– –
-36
4048
– –
-104
4049
– –
-12
4050
– –
-5,888
160 161
162
163 164