FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$14.8M
2
+$13.1M
3
+$13.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$11.5M

Top Sells

1
+$72.8M
2
+$36.7M
3
+$10.4M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$10.3M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.66M

Sector Composition

1 Technology 10.41%
2 Financials 4.58%
3 Consumer Discretionary 3.66%
4 Healthcare 3.06%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4176
– –
-213,000
4177
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-102
4178
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-20
4179
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-483
4180
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-5
4181
$0 ﹤0.01%
842
4182
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-98
4183
$0 ﹤0.01%
126
4184
$0 ﹤0.01%
8,930
4185
– –
-5,803
4186
$0 ﹤0.01%
11
4187
– –
-14
4188
– –
-135
4189
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-84
4190
– –
-69
4191
$0 ﹤0.01%
+40
4192
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-484
4193
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-3
4194
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-52
4195
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-138
4196
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-37
4197
– –
-467
4198
– –
-1,160
4199
– –
-5
4200
– –
-25
166 167
168
169 170