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
$5.39B
AUM Growth
+$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$43.4M
3
+$34.9M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$34.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$32.4M

Top Sells

1
+$61.4M
2
+$55.8M
3
+$55.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$51.6M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$26.1M

Sector Composition

1 Energy 7.64%
2 Technology 6.9%
3 Financials 6.15%
4 Healthcare 6.09%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.44M 0.05%
+39,984
377
$2.44M 0.05%
+72,666
378
$2.44M 0.05%
20,658
+15,072
379
$2.44M 0.05%
26,463
+4,413
380
$2.4M 0.04%
60,741
-4,080
381
$2.37M 0.04%
94,776
+1,539
382
$2.37M 0.04%
16,498
+16
383
$2.34M 0.04%
264,904
+67,069
384
$2.34M 0.04%
49,650
-1,150
385
$2.33M 0.04%
45,502
+4,486
386
$2.32M 0.04%
+74,985
387
$2.28M 0.04%
57,625
+334
388
$2.28M 0.04%
25,926
-4,584
389
$2.27M 0.04%
36,743
+58
390
$2.26M 0.04%
52,158
+8,887
391
$2.23M 0.04%
30,931
+24,618
392
$2.22M 0.04%
19,221
+549
393
$2.21M 0.04%
+55,630
394
$2.21M 0.04%
23,442
+4,125
395
$2.2M 0.04%
91,460
+16,511
396
$2.19M 0.04%
81,096
-2,383
397
$2.19M 0.04%
42,507
-1,318
398
$2.17M 0.04%
+58,222
399
$2.17M 0.04%
21,919
-1,363
400
$2.17M 0.04%
+46,506
14 15
16
17 18