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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11.3M 0.08%
+229,332
277
$11.3M 0.08%
144,594
-6,044
278
$11.2M 0.08%
161,478
+7,785
279
$11.2M 0.08%
222,307
-8,984
280
$11.1M 0.08%
1,392,694
-76,357
281
$11M 0.08%
346,134
+4,945
282
$11M 0.08%
2,569,249
-147,907
283
$10.9M 0.08%
114,599
-1,179
284
$10.9M 0.08%
173,854
-4,440
285
$10.9M 0.08%
628,340
+281,820
286
$10.9M 0.08%
69,762
-1,862
287
$10.8M 0.08%
490,173
+399,831
288
$10.8M 0.08%
186,500
+3,872
289
$10.7M 0.08%
39,455
+307
290
$10.6M 0.08%
206,911
+33,221
291
$10.4M 0.08%
264,697
-215
292
$10.3M 0.08%
101,455
+1,943
293
$10.3M 0.08%
199,348
-3,037
294
$10.2M 0.08%
132,439
-82,414
295
$10.2M 0.08%
320,432
+26,235
296
$10.2M 0.08%
146,990
+2,654
297
$10.1M 0.08%
54,702
-5,000
298
$10.1M 0.08%
76,398
+670
299
$10.1M 0.08%
524,115
-11,577
300
$9.96M 0.07%
143,875
+2,844
10 11
12
13 14