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
251
$7.97M 0.09%
119,421
-1,629
252
$7.97M 0.09%
190,847
-79,225
253
$7.91M 0.09%
76,287
+3,621
254
$7.86M 0.09%
64,830
-6,378
255
$7.74M 0.09%
104,318
+10,811
256
$7.74M 0.09%
67,629
-1,525
257
$7.71M 0.09%
584,857
+111,005
258
$7.69M 0.08%
27,828
+17,380
259
$7.68M 0.08%
124,791
-31,088
260
$7.6M 0.08%
206,262
+4,266
261
$7.55M 0.08%
182,984
+14,524
262
$7.47M 0.08%
86,292
+10,981
263
$7.36M 0.08%
325,626
+40,384
264
$7.28M 0.08%
538,745
+10,745
265
$7.23M 0.08%
156,528
+2,274
266
$7.22M 0.08%
148,786
+2,112
267
$7.21M 0.08%
150,941
+79,210
268
$7.21M 0.08%
119,013
-86,345
269
$7.16M 0.08%
241,100
+24,100
270
$7.11M 0.08%
66,462
+9,343
271
$6.95M 0.08%
331,433
-62,843
272
$6.91M 0.08%
62,164
+3,542
273
$6.9M 0.08%
215,300
+21,163
274
$6.89M 0.08%
348,873
-406,441
275
$6.88M 0.08%
200,471
-81,806
9 10
11
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