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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5.74M 0.05%
210,749
-19,279
352
$5.72M 0.05%
45,678
-105
353
$5.67M 0.05%
34,579
-2,880
354
$5.65M 0.05%
62,166
-202
355
$5.53M 0.05%
186,118
-14,253
356
$5.42M 0.05%
32,633
+1,880
357
$5.31M 0.05%
269,087
+2,292
358
$5.29M 0.05%
41,462
-134
359
$5.25M 0.05%
67,597
-2,117
360
$5.17M 0.05%
87,230
-3,034
361
$5.14M 0.05%
276,705
+25,485
362
$5.07M 0.05%
109,386
-206,576
363
$5.04M 0.05%
67,821
+5,406
364
$4.94M 0.05%
49,414
+4,204
365
$4.93M 0.05%
132,521
+36,340
366
$4.93M 0.05%
32,308
-1,467
367
$4.89M 0.05%
182,525
+3,503
368
$4.87M 0.05%
96,884
-720
369
$4.84M 0.05%
44,894
+1,015
370
$4.75M 0.04%
139,699
-1,109
371
$4.74M 0.04%
59,431
+3,496
372
$4.73M 0.04%
99,168
-3,020
373
$4.73M 0.04%
71,786
-1,722
374
$4.72M 0.04%
184,851
-17,163
375
$4.71M 0.04%
184,981
-17,098
13 14
15
16 17