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
251
$12.5M 0.09%
102,297
-3,125
252
$12.4M 0.09%
159,160
-1,226
253
$12.4M 0.09%
271,746
-641
254
$12.4M 0.09%
24,915
-1,945
255
$12.4M 0.09%
181,014
+7,885
256
$12.3M 0.09%
321,663
+11,891
257
$12.2M 0.09%
373,595
-2,620
258
$12.2M 0.09%
176,497
-6,986
259
$12.2M 0.09%
495,907
+54,696
260
$12.1M 0.09%
137,000
+116,382
261
$12.1M 0.09%
185,822
-55,964
262
$12.1M 0.09%
49,402
+3,339
263
$12.1M 0.09%
513,219
-14,110
264
$12M 0.09%
500,500
-8,648
265
$11.9M 0.09%
460,429
+54,994
266
$11.9M 0.09%
174,619
+5,566
267
$11.9M 0.09%
509,616
-13,848
268
$11.9M 0.09%
95,421
-7,983
269
$11.8M 0.09%
303,912
+13,093
270
$11.8M 0.09%
217,936
+3,667
271
$11.6M 0.09%
46,554
+63
272
$11.6M 0.09%
269,908
+4,928
273
$11.6M 0.09%
386,415
-2,640
274
$11.6M 0.09%
145,619
-4,850
275
$11.4M 0.09%
60,375
+8,267
9 10
11
12 13