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
301
$9.91M 0.07%
163,654
+7,061
302
$9.87M 0.07%
175,859
+1,678
303
$9.87M 0.07%
104,998
-11,199
304
$9.82M 0.07%
189,061
+156,282
305
$9.7M 0.07%
28,345
+17
306
$9.7M 0.07%
219,038
+163,491
307
$9.69M 0.07%
61,281
-139
308
$9.67M 0.07%
56,691
+29,692
309
$9.53M 0.07%
458,960
+23,596
310
$9.5M 0.07%
86,931
+4,716
311
$9.46M 0.07%
67,608
+2,032
312
$9.45M 0.07%
48,827
+1,231
313
$9.35M 0.07%
193,112
-20,832
314
$9.34M 0.07%
59,911
-927
315
$9.31M 0.07%
202,348
+142
316
$9.27M 0.07%
79,808
+1,435
317
$9.26M 0.07%
555,630
+21,885
318
$9.17M 0.07%
122,674
+3,001
319
$9.13M 0.07%
250,916
-9,600
320
$9.13M 0.07%
57,910
-984
321
$9.12M 0.07%
184,061
-1,214
322
$9.01M 0.07%
302,228
+20,055
323
$8.82M 0.07%
708,930
-64,278
324
$8.79M 0.07%
384,745
-14,922
325
$8.75M 0.07%
122,183
+8,965
11 12
13
14 15