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
$5.39B
AUM Growth
+$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$43.4M
3
+$34.9M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$34.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$32.4M

Top Sells

1
+$61.4M
2
+$55.8M
3
+$55.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$51.6M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$26.1M

Sector Composition

1 Energy 7.64%
2 Technology 6.9%
3 Financials 6.15%
4 Healthcare 6.09%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.62M 0.05%
14,061
+187
352
$2.61M 0.05%
12,686
+3,464
353
$2.6M 0.05%
94,012
+77,898
354
$2.59M 0.05%
76,604
-25,255
355
$2.59M 0.05%
94,321
+78,760
356
$2.57M 0.05%
47,786
+13,522
357
$2.56M 0.05%
31,740
+23,835
358
$2.55M 0.05%
65,017
-26,888
359
$2.55M 0.05%
74,487
-1,734
360
$2.54M 0.05%
188,044
+31,644
361
$2.54M 0.05%
48,328
+10,554
362
$2.54M 0.05%
66,103
-7,689
363
$2.53M 0.05%
110,965
+101,277
364
$2.53M 0.05%
27,967
+1,841
365
$2.53M 0.05%
58,616
+14,267
366
$2.53M 0.05%
95,261
+79,752
367
$2.52M 0.05%
24,963
-156
368
$2.51M 0.05%
108,584
+4,018
369
$2.5M 0.05%
94,166
+79,667
370
$2.5M 0.05%
91,033
+77,103
371
$2.48M 0.05%
51,211
+26,933
372
$2.47M 0.05%
117,279
+21,652
373
$2.47M 0.05%
27,878
+923
374
$2.46M 0.05%
49,586
-1,454
375
$2.45M 0.05%
34,257
-123
13 14
15
16 17