FFA

Farther Finance Advisors Portfolio holdings

AUM $10.6B
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
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
– –
-12
4202
– –
-33
4203
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-10
4204
– –
-3,745
4205
– –
-6,530
4206
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-475
4207
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-14
4208
– –
0
4209
– –
-135
4210
– –
-400
4211
– –
0
4212
– –
-125
4213
– –
-1
4214
– –
0
4215
– –
-81
4216
– –
-11
4217
– –
-8,133
4218
– –
-68
4219
– –
-50
4220
– –
-1,813
4221
– –
-895
4222
– –
-1,460
4223
– –
-60
4224
– –
-23,788
4225
– –
-4,030
166 167 168
169
170