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
326
$5.4M 0.03%
103,694
+10,944
327
$5.35M 0.03%
67,489
-11
328
$5.28M 0.03%
93,059
-394
329
$5.28M 0.03%
34,321
+1,648
330
$5.03M 0.03%
106,090
+3,557
331
$5.01M 0.03%
56,292
+9,031
332
$5M 0.03%
171,928
-4,798
333
$4.99M 0.03%
38,505
+16,305
334
$4.92M 0.03%
102,558
+762
335
$4.91M 0.03%
83,833
+224
336
$4.9M 0.03%
99,425
-18,937
337
$4.87M 0.03%
30,859
-644
338
$4.83M 0.03%
20,420
+359
339
$4.82M 0.03%
60,725
-3,014
340
$4.81M 0.03%
96,321
-29,590
341
$4.78M 0.03%
95,825
+5,254
342
$4.76M 0.03%
81,692
+11,753
343
$4.75M 0.03%
35,409
+2,053
344
$4.74M 0.03%
49,318
+1,672
345
$4.73M 0.03%
82,539
+5,100
346
$4.68M 0.03%
112,652
-6,000
347
$4.66M 0.03%
30,582
+309
348
$4.6M 0.03%
22,861
-204
349
$4.6M 0.03%
82,921
+2,655
350
$4.53M 0.02%
118,799
-3,265
12 13
14
15 16