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
$3.76B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$65.1M
3
+$61.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.5M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.49M 0.07%
+33,938
277
$2.47M 0.07%
+72,257
278
$2.35M 0.06%
+40,522
279
$2.34M 0.06%
+94,230
280
$2.33M 0.06%
+76,073
281
$2.31M 0.06%
+9,155
282
$2.3M 0.06%
+84,735
283
$2.28M 0.06%
+49,457
284
$2.27M 0.06%
+102,803
285
$2.25M 0.06%
+439,364
286
$2.24M 0.06%
+25,874
287
$2.24M 0.06%
+64,972
288
$2.22M 0.06%
+58,400
289
$2.2M 0.06%
+29,381
290
$2.19M 0.06%
+13
291
$2.16M 0.06%
+83,235
292
$2.15M 0.06%
+51,983
293
$2.14M 0.06%
+253,711
294
$2.14M 0.06%
+27,315
295
$2.13M 0.06%
+68,518
296
$2.13M 0.06%
+136,308
297
$2.12M 0.06%
+25,028
298
$2.1M 0.06%
+9,782
299
$2.07M 0.06%
+17,468
300
$2.06M 0.05%
+39,152
10 11
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