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
4201
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-4
4202
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4203
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4204
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-1
4205
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0
4206
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-31
4207
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-1
4208
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-10
4209
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-6
4210
$0 ﹤0.01%
1
4211
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-4
4212
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10
4213
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-77
4214
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-35
4215
$0 ﹤0.01%
8,930
4216
– –
-5,803
4217
$0 ﹤0.01%
11
4218
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-37
4219
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-467
4220
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-75
4221
– –
-1,160
4222
– –
-5
4223
– –
-25
4224
– –
-10
4225
– –
-3,941
166 167 168
169
170