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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.7M 0.1%
263,151
+52,923
227
$13.7M 0.1%
136,339
-9,247
228
$13.6M 0.1%
214,721
+4,965
229
$13.6M 0.1%
557,541
-4,682
230
$13.6M 0.1%
186,848
-1,343
231
$13.5M 0.1%
257,326
-7,665
232
$13.5M 0.1%
554,765
-9,587
233
$13.5M 0.1%
555,779
-11,373
234
$13.4M 0.1%
544,932
+64,241
235
$13.3M 0.1%
544,620
+52,110
236
$13.2M 0.1%
208,970
+13,420
237
$13.2M 0.1%
188,751
+8,016
238
$13.2M 0.1%
157,426
+4,346
239
$13.2M 0.1%
530,858
-10,461
240
$13.1M 0.1%
195,804
-12,612
241
$13.1M 0.1%
125,999
-6,553
242
$13M 0.1%
541,735
-21,863
243
$13M 0.1%
160,841
+144,879
244
$12.9M 0.1%
244,064
-19,115
245
$12.8M 0.1%
2,162,320
+285,000
246
$12.8M 0.1%
196,100
+7,398
247
$12.8M 0.1%
507,578
-15,697
248
$12.6M 0.09%
116,693
+1,059
249
$12.5M 0.09%
89,551
-5,779
250
$12.5M 0.09%
349,213
-1,464
8 9
10
11 12