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
4201
– –
-20
4202
– –
-5
4203
$0 ﹤0.01%
842
4204
– –
-98
4205
– –
-1,359
4206
– –
0
4207
– –
-312
4208
$0 ﹤0.01%
126
4209
– –
-82
4210
– –
-1
4211
– –
-4
4212
– –
-22
4213
$0 ﹤0.01%
100
4214
$0 ﹤0.01%
100
4215
– –
-98
4216
$0 ﹤0.01%
+500
4217
$0 ﹤0.01%
20
4218
$0 ﹤0.01%
10
4219
– –
-77
4220
– –
-35
4221
– –
-694
4222
– –
-484
4223
$0 ﹤0.01%
1
4224
$0 ﹤0.01%
1
4225
$0 ﹤0.01%
8,930
166 167 168
169
170