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
$5.39B
AUM Growth
+$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$43.4M
3
+$34.9M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$34.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$32.4M

Top Sells

1
+$61.4M
2
+$55.8M
3
+$55.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$51.6M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$26.1M

Sector Composition

1 Energy 7.64%
2 Technology 6.9%
3 Financials 6.15%
4 Healthcare 6.09%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.83M 0.07%
140,832
-23,805
277
$3.79M 0.07%
102,432
+12,237
278
$3.74M 0.07%
+53,591
279
$3.73M 0.07%
201,400
+117,500
280
$3.7M 0.07%
16,638
-203
281
$3.68M 0.07%
38,802
+3,862
282
$3.67M 0.07%
268,136
+7,096
283
$3.67M 0.07%
117,790
-556
284
$3.64M 0.07%
76,117
+61,808
285
$3.62M 0.07%
40,646
+3,016
286
$3.61M 0.07%
106,175
+21,180
287
$3.6M 0.07%
79,896
+12,567
288
$3.51M 0.07%
90,976
+22,730
289
$3.49M 0.06%
72,830
-15,602
290
$3.47M 0.06%
68,555
+52,526
291
$3.45M 0.06%
147,813
-18,228
292
$3.44M 0.06%
87,624
+100
293
$3.42M 0.06%
88,246
-35,414
294
$3.35M 0.06%
137,743
+66,018
295
$3.34M 0.06%
165,715
+43,690
296
$3.34M 0.06%
40,808
+4,616
297
$3.33M 0.06%
60,499
+406
298
$3.29M 0.06%
62,421
-5,132
299
$3.25M 0.06%
94,881
+10,772
300
$3.25M 0.06%
132,750
10 11
12
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