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
4201
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-10
4202
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-3,941
4203
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-25
4204
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4205
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4206
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0
4207
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-2
4208
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4209
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-95
4210
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-616
4211
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0
4212
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4213
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-16
4214
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-66
4215
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-344
4216
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0
4217
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-108
4218
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-17
4219
– –
-1,586
4220
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-1
4221
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4222
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-918
4223
– –
-78
4224
– –
-1
4225
– –
-198
166 167 168
169
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