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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.1%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.75M 0.04%
44,349
+12,313
377
$1.73M 0.04%
+16,283
378
$1.73M 0.04%
60,206
+31,150
379
$1.71M 0.04%
74,949
+14,762
380
$1.69M 0.04%
+13,632
381
$1.69M 0.04%
34,383
-754
382
$1.69M 0.04%
36,067
+5,737
383
$1.68M 0.04%
34,806
+8,284
384
$1.68M 0.04%
25,613
-10,738
385
$1.68M 0.04%
+177,515
386
$1.65M 0.04%
+34,264
387
$1.65M 0.04%
+29,622
388
$1.64M 0.04%
19,317
-457
389
$1.64M 0.03%
71,725
+5,200
390
$1.63M 0.03%
25,850
-600
391
$1.61M 0.03%
13,088
+7,834
392
$1.61M 0.03%
26,778
+10,736
393
$1.61M 0.03%
27,330
+12,644
394
$1.6M 0.03%
16,421
-1,257
395
$1.59M 0.03%
+17,077
396
$1.59M 0.03%
19,612
+5,147
397
$1.59M 0.03%
39,926
-909
398
$1.59M 0.03%
43,575
-1,680
399
$1.58M 0.03%
43,697
-220
400
$1.57M 0.03%
28,117
+7,737
14 15
16
17 18