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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.42M 0.05%
61,582
+15,378
277
$8.38M 0.05%
118,755
-203
278
$8.29M 0.05%
194,570
+1,760
279
$8.24M 0.05%
157,714
+2,923
280
$8.18M 0.04%
39,654
+380
281
$8.09M 0.04%
103,532
+26,926
282
$8.01M 0.04%
58,868
-194
283
$7.93M 0.04%
130,084
-4,868
284
$7.8M 0.04%
18,916
+2,448
285
$7.73M 0.04%
67,844
-5,091
286
$7.71M 0.04%
192,276
+13,536
287
$7.68M 0.04%
153,158
-63
288
$7.67M 0.04%
622,255
-89,286
289
$7.65M 0.04%
79,323
+31,429
290
$7.62M 0.04%
68,805
+764
291
$7.31M 0.04%
499,587
-7,904
292
$7.25M 0.04%
621,079
-407
293
$7.1M 0.04%
21,749
+1,379
294
$7.03M 0.04%
29,237
-9,847
295
$7M 0.04%
334,827
-141,945
296
$6.98M 0.04%
70,669
-23,366
297
$6.97M 0.04%
135,075
-5,562
298
$6.89M 0.04%
147,028
-359
299
$6.89M 0.04%
283,973
-7,908
300
$6.82M 0.04%
97,387
-2,788
10 11
12
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