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
326
$8.73M 0.07%
41,436
+7,130
327
$8.64M 0.06%
405,147
+18,256
328
$8.6M 0.06%
143,994
+7,739
329
$8.47M 0.06%
64,243
+54,418
330
$8.29M 0.06%
42,911
+1,869
331
$8.27M 0.06%
165,342
-2,454
332
$8.27M 0.06%
352,464
+16,159
333
$8.26M 0.06%
74,938
+2,787
334
$8.2M 0.06%
337,930
+30,320
335
$8.17M 0.06%
110,222
+1,389
336
$8.13M 0.06%
206,423
-14,532
337
$8.03M 0.06%
168,220
+772
338
$8.03M 0.06%
77,305
-2,950
339
$7.94M 0.06%
+101,554
340
$7.9M 0.06%
200,469
-52,353
341
$7.87M 0.06%
56,965
-24
342
$7.73M 0.06%
754,375
-72,735
343
$7.71M 0.06%
92,328
-6,205
344
$7.66M 0.06%
52,492
-2,560
345
$7.66M 0.06%
156,036
+20,579
346
$7.64M 0.06%
71,043
+4,708
347
$7.49M 0.06%
191,380
+18,990
348
$7.31M 0.05%
+280,693
349
$7.26M 0.05%
57,330
-16,870
350
$7.24M 0.05%
396,870
+344,340
12 13
14
15 16