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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.45M 0.09%
108,368
+36,492
277
$8.34M 0.09%
181,343
+4,513
278
$8.32M 0.08%
616,632
-170,100
279
$8.31M 0.08%
307,843
-23,590
280
$8.3M 0.08%
267,875
+6,388
281
$8.3M 0.08%
127,672
+17,150
282
$8.25M 0.08%
117,890
+14,313
283
$8.22M 0.08%
+304,413
284
$8.21M 0.08%
78,204
+8,136
285
$8.21M 0.08%
341,929
+160,299
286
$8.15M 0.08%
103,130
+16,838
287
$8.13M 0.08%
208,491
+2,229
288
$8.04M 0.08%
103,080
-35
289
$8.01M 0.08%
242,669
+215
290
$7.98M 0.08%
78,230
-9,704
291
$7.95M 0.08%
189,210
-1,637
292
$7.91M 0.08%
282,350
+166,520
293
$7.87M 0.08%
72,825
+6,363
294
$7.86M 0.08%
136,899
+39,161
295
$7.85M 0.08%
212,087
-720
296
$7.81M 0.08%
166,220
+24,301
297
$7.81M 0.08%
1,201,440
-80,656
298
$7.79M 0.08%
93,828
-6,931
299
$7.72M 0.08%
249,062
+33,762
300
$7.64M 0.08%
186,339
+3,355
10 11
12
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