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
$6.68B
AUM Growth
+$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$84.9M
2
+$75.6M
3
+$50.7M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$46.1M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$44.3M

Top Sells

1
+$79.7M
2
+$36.3M
3
+$31.8M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$26.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.4M

Sector Composition

1 Technology 7.23%
2 Healthcare 6.55%
3 Financials 6.39%
4 Energy 6.04%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.91M 0.04%
30,529
+3,448
377
$2.91M 0.04%
64,695
+12,960
378
$2.9M 0.04%
49,472
+4,024
379
$2.89M 0.04%
22,156
+647
380
$2.83M 0.04%
18,792
+1,288
381
$2.82M 0.04%
36,860
+4,378
382
$2.81M 0.04%
192,490
+23,822
383
$2.8M 0.04%
35,867
+4,025
384
$2.8M 0.04%
68,912
+21,187
385
$2.77M 0.04%
20,751
-6,524
386
$2.77M 0.04%
53,402
+1,868
387
$2.76M 0.04%
27,187
+2,195
388
$2.74M 0.04%
29,917
+3,571
389
$2.73M 0.04%
78,171
+66,653
390
$2.71M 0.04%
384,950
+114,550
391
$2.71M 0.04%
+77,867
392
$2.69M 0.04%
141,022
+70,058
393
$2.69M 0.04%
107,888
+37,554
394
$2.68M 0.04%
15,348
-1,806
395
$2.67M 0.04%
49,230
+70
396
$2.65M 0.04%
34,510
-97
397
$2.65M 0.04%
170,880
+35,340
398
$2.65M 0.04%
138,069
+13,336
399
$2.62M 0.04%
84,450
+8,964
400
$2.6M 0.04%
48,736
+3,571
14 15
16
17 18