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
4151
– –
-5,888
4152
– –
-5
4153
– –
0
4154
– –
-150
4155
– –
-5,000
4156
– –
-91
4157
– –
-210
4158
– –
-12
4159
– –
-705
4160
– –
-61
4161
– –
-198
4162
– –
-7
4163
– –
-51
4164
– –
-33
4165
– –
-10
4166
– –
-3,745
4167
– –
-6,530
4168
– –
-14
4169
– –
0
4170
– –
0
4171
– –
-103
4172
– –
0
4173
– –
-125
4174
– –
-125
4175
– –
-1
165 166
167
168 169