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
351
$7.17M 0.05%
138,346
-42
352
$7.11M 0.05%
94,472
+10,904
353
$7.11M 0.05%
105,557
-1,291
354
$7.09M 0.05%
60,176
+5,895
355
$7.04M 0.05%
32,286
+13,670
356
$7.03M 0.05%
87,120
-7,145
357
$6.99M 0.05%
106,927
-135,147
358
$6.97M 0.05%
67,777
-541
359
$6.96M 0.05%
106,520
-782
360
$6.93M 0.05%
289,670
+4,907
361
$6.82M 0.05%
27,964
-2,959
362
$6.8M 0.05%
66,771
-73
363
$6.71M 0.05%
84,757
+20,153
364
$6.59M 0.05%
90,469
-1,484
365
$6.52M 0.05%
146,830
-4,115
366
$6.48M 0.05%
35,314
-347
367
$6.45M 0.05%
102,595
-2,190
368
$6.33M 0.05%
45,117
-6
369
$6.29M 0.05%
247,495
+13,473
370
$6.28M 0.05%
104,668
-8,702
371
$6.25M 0.05%
+171,255
372
$6.21M 0.05%
244,774
+14,409
373
$6.21M 0.05%
209,442
-7,509
374
$6.16M 0.05%
40,514
-1,509
375
$6.15M 0.05%
242,323
+9,956
13 14
15
16 17