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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6.76M 0.07%
131,704
+3,918
277
$6.72M 0.07%
54,128
-174
278
$6.68M 0.07%
19,613
-200
279
$6.64M 0.07%
53,264
+31,264
280
$6.62M 0.07%
274,185
+57,358
281
$6.55M 0.07%
110,522
+13,512
282
$6.55M 0.07%
57,560
+5,525
283
$6.52M 0.07%
69,345
+4,317
284
$6.47M 0.07%
131,749
-310,235
285
$6.47M 0.07%
87,828
+3,531
286
$6.46M 0.07%
+223,101
287
$6.43M 0.07%
135,546
+31,841
288
$6.41M 0.07%
148,515
-31,551
289
$6.37M 0.07%
234,904
-450,356
290
$6.34M 0.07%
337,381
+8,876
291
$6.33M 0.07%
205,936
-40,817
292
$6.26M 0.07%
435,978
+8,230
293
$6.22M 0.07%
128,429
+18,542
294
$6.19M 0.07%
191,202
+8,622
295
$6.18M 0.07%
141,919
+10,962
296
$6.16M 0.07%
18,628
-514
297
$6.12M 0.07%
78,495
+28,190
298
$6.11M 0.07%
79,392
+28,900
299
$6.07M 0.07%
118,109
+34,298
300
$6.03M 0.07%
68,727
-1,096
10 11
12
13 14