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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.09M 0.05%
162,329
+31,787
377
$4.08M 0.05%
55,123
-14,474
378
$4.07M 0.04%
84,084
+5,217
379
$4.04M 0.04%
47,152
-63,535
380
$4.02M 0.04%
114,223
-2,989
381
$4.02M 0.04%
79,550
-1,845
382
$3.99M 0.04%
162,319
+16,811
383
$3.98M 0.04%
35,391
+2,306
384
$3.96M 0.04%
84,852
+23,912
385
$3.95M 0.04%
62,295
-4,792
386
$3.9M 0.04%
71,503
-1,276
387
$3.9M 0.04%
84,530
+55,966
388
$3.89M 0.04%
164,397
-2,037
389
$3.85M 0.04%
32,394
-167
390
$3.84M 0.04%
71,157
-3,330
391
$3.81M 0.04%
220,391
-43,150
392
$3.79M 0.04%
93,280
-492
393
$3.79M 0.04%
65,983
+6,756
394
$3.77M 0.04%
37,490
-8,298
395
$3.77M 0.04%
237,712
+34,490
396
$3.77M 0.04%
+214,762
397
$3.76M 0.04%
225,950
-24,300
398
$3.74M 0.04%
25,239
+23,550
399
$3.73M 0.04%
101,411
+19,544
400
$3.72M 0.04%
+143,065
14 15
16
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