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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.62M 0.05%
75,046
+2,973
352
$4.58M 0.05%
98,711
-24,333
353
$4.57M 0.05%
67,600
+4,542
354
$4.53M 0.05%
+213,763
355
$4.48M 0.05%
54,083
+6,298
356
$4.46M 0.05%
60,973
+7,856
357
$4.46M 0.05%
+47,452
358
$4.44M 0.05%
297,702
-20,948
359
$4.41M 0.05%
83,013
+2,955
360
$4.4M 0.05%
55,996
-3,858
361
$4.35M 0.05%
158,788
+17,183
362
$4.29M 0.05%
65,768
-1,756
363
$4.28M 0.05%
329,575
+43,756
364
$4.26M 0.05%
181,630
+27,854
365
$4.26M 0.05%
104,097
+7,828
366
$4.25M 0.05%
39,786
+3,878
367
$4.21M 0.05%
311,585
-124,544
368
$4.2M 0.05%
179,606
+30,319
369
$4.2M 0.05%
107,114
+14,806
370
$4.18M 0.05%
141,304
+3,420
371
$4.17M 0.05%
15,868
+5
372
$4.17M 0.05%
32,391
-2,744
373
$4.13M 0.05%
384,433
-64,341
374
$4.11M 0.05%
59,324
-15,484
375
$4.1M 0.05%
50,790
+10,152
13 14
15
16 17