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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.55M 0.1%
382,172
+15,956
252
$9.51M 0.1%
396,056
+184,854
253
$9.49M 0.1%
249,651
-1,363
254
$9.41M 0.1%
303,617
-45
255
$9.37M 0.1%
+149,934
256
$9.33M 0.1%
38,562
-1,183
257
$9.29M 0.09%
844,063
+21,800
258
$9.17M 0.09%
122,252
+6,939
259
$9.14M 0.09%
304,827
+257,013
260
$9.06M 0.09%
356,805
-3,820
261
$9.03M 0.09%
125,382
+63,493
262
$9.03M 0.09%
135,012
+15,999
263
$8.98M 0.09%
128,283
-1,601
264
$8.93M 0.09%
120,665
+16,347
265
$8.84M 0.09%
173,412
+44,983
266
$8.84M 0.09%
76,190
-2,279
267
$8.81M 0.09%
40,581
+22,811
268
$8.79M 0.09%
109,850
-4,792
269
$8.75M 0.09%
59,501
+50,721
270
$8.73M 0.09%
379,593
-83,112
271
$8.72M 0.09%
278,403
+987
272
$8.69M 0.09%
118,287
-1,134
273
$8.67M 0.09%
361,324
+181,718
274
$8.63M 0.09%
68,487
+10,927
275
$8.54M 0.09%
164,188
+46,079
9 10
11
12 13