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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.46M 0.09%
158,072
-15,835
277
$9.26M 0.09%
24,154
-458
278
$9.23M 0.09%
236,324
-116,840
279
$9.21M 0.09%
277,862
+24,469
280
$9.2M 0.09%
171,949
-9,942
281
$9.12M 0.09%
340,160
-5,990
282
$9.09M 0.08%
68,198
-10,568
283
$9.07M 0.08%
130,576
+11,587
284
$8.87M 0.08%
147,491
+123,748
285
$8.83M 0.08%
78,236
-331
286
$8.83M 0.08%
621,391
+353,391
287
$8.78M 0.08%
67,693
+115
288
$8.73M 0.08%
412,087
+28,587
289
$8.72M 0.08%
53,942
-247
290
$8.68M 0.08%
116,488
+864
291
$8.64M 0.08%
104,282
-2,792
292
$8.63M 0.08%
273,026
-14,349
293
$8.62M 0.08%
186,731
-1,121
294
$8.58M 0.08%
127,854
-442
295
$8.54M 0.08%
94,928
-355
296
$8.41M 0.08%
107,784
-8,983
297
$8.35M 0.08%
91,580
+10,299
298
$8.35M 0.08%
56,288
-5,628
299
$8.31M 0.08%
50,648
-2,183
300
$8.23M 0.08%
1,088,096
-22,272
10 11
12
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