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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10.6M 0.06%
278,052
-1,178
252
$10.6M 0.06%
194,697
-2,967
253
$10.4M 0.06%
91,480
+245
254
$10.2M 0.06%
370,380
-20,184
255
$10.1M 0.06%
194,896
-13,302
256
$10.1M 0.06%
185,645
-26,636
257
$9.99M 0.05%
57,464
-1,038
258
$9.97M 0.05%
157,455
-12,706
259
$9.84M 0.05%
341,076
+353
260
$9.78M 0.05%
5,590
-715
261
$9.77M 0.05%
362,638
-10,018
262
$9.76M 0.05%
45,028
+1,091
263
$9.64M 0.05%
99,608
-1,379
264
$9.54M 0.05%
569,184
+10,254
265
$9.34M 0.05%
182,684
+24,046
266
$8.92M 0.05%
111,982
+173
267
$8.88M 0.05%
248,326
+34,781
268
$8.86M 0.05%
+280,362
269
$8.78M 0.05%
103,775
+6,929
270
$8.73M 0.05%
74,227
+1,292
271
$8.7M 0.05%
95,363
+3,678
272
$8.68M 0.05%
56,289
+205
273
$8.67M 0.05%
38,735
+1,624
274
$8.58M 0.05%
232,975
-14,623
275
$8.52M 0.05%
43,338
-3,484
9 10
11
12 13