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
726
$361K 0.01%
2,005
-43
727
$361K 0.01%
1,004
+68
728
$360K 0.01%
5,257
+426
729
$359K 0.01%
3,061
-280
730
$358K 0.01%
1,557
-306
731
$357K 0.01%
976
-42
732
$357K 0.01%
2,763
-227
733
$355K 0.01%
5,257
-134
734
$353K 0.01%
18,848
-127,676
735
$353K 0.01%
11,821
+373
736
$352K 0.01%
5,377
-24
737
$351K 0.01%
11,064
-1,913
738
$350K 0.01%
1,183
+112
739
$349K 0.01%
5,536
+4,956
740
$346K 0.01%
5,031
-127
741
$346K 0.01%
5,123
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742
$345K 0.01%
3,146
+425
743
$345K 0.01%
2,606
+332
744
$344K 0.01%
3,149
-1,597
745
$344K 0.01%
4,350
-195
746
$341K 0.01%
6,207
+50
747
$340K 0.01%
1,322
-306
748
$339K 0.01%
3,738
-637
749
$339K 0.01%
12,738
-518
750
$339K 0.01%
4,652
+620
28 29
30
31 32