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
851
$270K 0.01%
899
-258
852
$269K 0.01%
+8,698
853
$269K 0.01%
3,587
+3,453
854
$269K 0.01%
3,192
-609
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$268K 0.01%
3,588
-87
856
$268K 0.01%
5,420
+1,638
857
$268K 0.01%
2,893
+343
858
$267K 0.01%
1,989
+45
859
$267K 0.01%
2,642
-99
860
$267K 0.01%
4,744
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861
$266K 0.01%
1,988
-198
862
$266K 0.01%
11,242
+625
863
$265K 0.01%
2,605
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864
$265K 0.01%
1,853
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865
$264K 0.01%
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$263K 0.01%
637
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$263K 0.01%
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868
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2,300
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$263K 0.01%
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$263K 0.01%
9,977
-6,303
871
$258K 0.01%
1,472
-213
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$258K 0.01%
5,722
-365
873
$258K 0.01%
6,512
+3,430
874
$257K 0.01%
5,376
+1,925
875
$257K 0.01%
2,286
-1,189
33 34
35
36 37