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
551
$553K 0.02%
1,397
-160
552
$547K 0.02%
11,248
-4,095
553
$544K 0.02%
10,058
554
$540K 0.02%
21,223
555
$539K 0.02%
11,240
+910
556
$536K 0.02%
11,817
+259
557
$533K 0.02%
2,103
+81
558
$531K 0.02%
7,147
-642
559
$529K 0.02%
15,957
+2,995
560
$527K 0.02%
9,231
-4,934
561
$526K 0.02%
2,769
+460
562
$525K 0.02%
12,363
+1,797
563
$523K 0.02%
1,747
-315
564
$521K 0.02%
8,230
-1,522
565
$519K 0.02%
1,115
+143
566
$518K 0.02%
2,305
+725
567
$515K 0.02%
14,314
-122
568
$515K 0.02%
4,704
-4,563
569
$514K 0.02%
7,663
-1,866
570
$514K 0.02%
6,742
-47
571
$511K 0.02%
18,353
+3,273
572
$511K 0.02%
3,735
-71
573
$511K 0.02%
4,522
-242
574
$511K 0.02%
17,612
-43,497
575
$509K 0.02%
61,452
21 22
23
24 25