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
351
$4.5M 0.02%
97,908
-4,782
352
$4.44M 0.02%
69,675
-89
353
$4.44M 0.02%
58,028
-1,134
354
$4.43M 0.02%
2,063
-19
355
$4.41M 0.02%
49,486
-20,751
356
$4.38M 0.02%
10,606
+448
357
$4.37M 0.02%
83,563
+768
358
$4.33M 0.02%
172,573
+486
359
$4.25M 0.02%
65,752
+11,203
360
$4.24M 0.02%
171,294
-5,755
361
$4.21M 0.02%
107,248
+7,391
362
$4.2M 0.02%
58,101
+7,271
363
$4.18M 0.02%
159,750
-44,900
364
$4.11M 0.02%
103,810
+7,253
365
$4.1M 0.02%
73,820
-9,751
366
$4.1M 0.02%
48,885
+21,919
367
$4.09M 0.02%
10
-1
368
$4.04M 0.02%
50,133
-12,870
369
$4.01M 0.02%
51,555
+450
370
$3.98M 0.02%
55,591
+5,616
371
$3.96M 0.02%
23,491
+193
372
$3.93M 0.02%
99,142
+1,934
373
$3.92M 0.02%
267,725
374
$3.89M 0.02%
75,327
+10,777
375
$3.88M 0.02%
22,129
+3,913
13 14
15
16 17