UCFA
United Capital Financial Advisors Portfolio holdings
AUM
$12.4B
1-Year Return
14.22%
This Quarter Return
+0.86%
1 Year Return
+14.22%
3 Year Return
+51.99%
5 Year Return
+82.17%
10 Year Return
+172.16%
AUM
$3.76B
AUM Growth
–
Cap. Flow
+$3.76B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
15.09%
Holding
696
New
696
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$79.7M |
| 2 |
iShares Russell 3000 ETF
IWV
|
+$65.1M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$61.9M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$58.5M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$55.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 7.95% |
| 2 | Technology | 6.9% |
| 3 | Healthcare | 6.62% |
| 4 | Financials | 6.31% |
| 5 | Industrials | 5.76% |
