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
4076
– –
0
4077
– –
-564
4078
– –
-73
4079
– –
-44
4080
– –
-10
4081
– –
-5
4082
– –
-150
4083
– –
-255
4084
– –
-5
4085
– –
-39
4086
– –
-430
4087
– –
-1
4088
– –
-135
4089
– –
-84
4090
– –
-485
4091
– –
0
4092
– –
-8,133
4093
– –
-68
4094
– –
-50
4095
– –
-1,813
4096
$0 ﹤0.01%
+40
4097
– –
-23,788
4098
– –
-4,030
4099
– –
-882
4100
– –
-427
162 163
164
165 166