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
776
$322K 0.01%
529
-76
777
$321K 0.01%
4,204
+660
778
$321K 0.01%
5,381
+5,257
779
$321K 0.01%
10,851
+5,351
780
$320K 0.01%
978
+54
781
$320K 0.01%
3,529
-542
782
$320K 0.01%
3,782
+101
783
$318K 0.01%
3,559
+593
784
$317K 0.01%
2,267
-101
785
$316K 0.01%
6,010
-621
786
$315K 0.01%
2,170
+175
787
$315K 0.01%
3,360
-315
788
$314K 0.01%
2,692
-608
789
$314K 0.01%
29,498
790
$314K 0.01%
5,061
-2,372
791
$313K 0.01%
4,105
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792
$311K 0.01%
1,257
+75
793
$310K 0.01%
980
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794
$308K 0.01%
1,537
-295
795
$307K 0.01%
5,949
+100
796
$307K 0.01%
5,419
+1
797
$307K 0.01%
2,096
-575
798
$306K 0.01%
3,071
+1,065
799
$306K 0.01%
2,983
-292
800
$306K 0.01%
43,277
+7,000
30 31
32
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