UCFA

United Capital Financial Advisors Portfolio holdings

AUM $13.9B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.04M 0.1%
85,406
+5,557
227
$8.89M 0.1%
129,866
+16,064
228
$8.88M 0.1%
153,595
+3,008
229
$8.84M 0.1%
235,605
-205,086
230
$8.8M 0.1%
360,625
+1,135
231
$8.78M 0.1%
140,102
-29,452
232
$8.75M 0.1%
78,469
+1,642
233
$8.7M 0.1%
119,882
-1,241
234
$8.63M 0.1%
87,934
-43,630
235
$8.62M 0.1%
129,884
+109,952
236
$8.55M 0.09%
77,468
-14,663
237
$8.49M 0.09%
100,759
+7,978
238
$8.47M 0.09%
277,416
-1,434
239
$8.47M 0.09%
822,263
+8,200
240
$8.45M 0.09%
103,115
+1,933
241
$8.4M 0.09%
1,282,096
-284,536
242
$8.31M 0.09%
71,232
+6,455
243
$8.21M 0.09%
+103,577
244
$8.16M 0.09%
70,068
+34,080
245
$8.15M 0.09%
176,830
+22,023
246
$8.15M 0.09%
212,807
+8,502
247
$8.14M 0.09%
284,671
-10,821
248
$8.12M 0.09%
180,733
+92,333
249
$7.99M 0.09%
242,454
+384
250
$7.99M 0.09%
51,200
-3,937
8 9
10
11 12