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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.59M 0.05%
69,510
+3,742
377
$4.58M 0.05%
16,827
+959
378
$4.51M 0.05%
107,276
-21,380
379
$4.5M 0.05%
249,950
+24,000
380
$4.47M 0.05%
194,381
-28,536
381
$4.46M 0.05%
55,716
-280
382
$4.46M 0.05%
171,400
+49,610
383
$4.45M 0.05%
90,837
-392
384
$4.45M 0.05%
171,153
+49,241
385
$4.44M 0.05%
80,651
-200
386
$4.43M 0.05%
63,241
-3,030
387
$4.42M 0.05%
192,100
-6,057
388
$4.39M 0.04%
135,236
-6,068
389
$4.29M 0.04%
78,070
-6,014
390
$4.28M 0.04%
316,736
-52,704
391
$4.26M 0.04%
101,926
-275
392
$4.26M 0.04%
98,998
+287
393
$4.21M 0.04%
43,403
+22,309
394
$4.21M 0.04%
59,280
-3,015
395
$4.16M 0.04%
154,025
+68,955
396
$4.15M 0.04%
98,120
+4,840
397
$4.14M 0.04%
55,936
+8,784
398
$4.08M 0.04%
207,946
-5,817
399
$4.08M 0.04%
78,550
-1,000
400
$4.04M 0.04%
53,109
-12,456
14 15
16
17 18