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
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$24.8M
3
+$24.3M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$24.3M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$23.9M

Top Sells

1
+$35.9M
2
+$32.3M
3
+$31.8M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$20.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.2M

Sector Composition

1 Energy 6.89%
2 Technology 6.83%
3 Financials 6.27%
4 Healthcare 6.11%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.32M 0.08%
43,715
-970
277
$4.29M 0.07%
69,249
+1,509
278
$4.28M 0.07%
107,243
+41,140
279
$4.26M 0.07%
+69,455
280
$4.25M 0.07%
56,895
-33,259
281
$4.24M 0.07%
48,964
+3,300
282
$4.21M 0.07%
+34,728
283
$4.2M 0.07%
176,490
+3,048
284
$4.05M 0.07%
45,827
-666
285
$4.04M 0.07%
40,838
+1,732
286
$4.01M 0.07%
91,702
-19,268
287
$3.99M 0.07%
+108,287
288
$3.98M 0.07%
77,550
289
$3.93M 0.07%
79,851
-403,444
290
$3.92M 0.07%
61,595
+48,780
291
$3.91M 0.07%
66,139
+5,368
292
$3.89M 0.07%
81,052
-3,208
293
$3.86M 0.07%
32,673
+10,523
294
$3.85M 0.07%
102,526
+74,134
295
$3.84M 0.07%
+74,808
296
$3.8M 0.07%
15,248
-81,041
297
$3.8M 0.07%
146,100
+27,000
298
$3.79M 0.07%
46,798
-3,573
299
$3.78M 0.07%
200,950
+35,235
300
$3.77M 0.07%
123,675
+17,500
10 11
12
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