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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.67M 0.04%
168,463
-2,589
377
$4.65M 0.04%
182,272
-17,119
378
$4.62M 0.04%
309,084
-70,178
379
$4.61M 0.04%
169,593
-1,667
380
$4.59M 0.04%
50,322
-2,893
381
$4.58M 0.04%
41,117
+1,685
382
$4.57M 0.04%
178,132
-15,962
383
$4.56M 0.04%
+60,034
384
$4.55M 0.04%
102,026
-2,880
385
$4.54M 0.04%
34,897
+1,902
386
$4.52M 0.04%
286,287
-11,376
387
$4.45M 0.04%
145,467
-326,464
388
$4.44M 0.04%
65,211
+21,027
389
$4.38M 0.04%
217,041
-1,000
390
$4.33M 0.04%
25,171
+3,173
391
$4.33M 0.04%
23,113
-4,690
392
$4.32M 0.04%
96,661
+54,478
393
$4.31M 0.04%
84,350
+6,550
394
$4.31M 0.04%
66,675
+2,557
395
$4.27M 0.04%
85,235
+8,212
396
$4.25M 0.04%
200,425
+22,278
397
$4.21M 0.04%
115,653
-125,520
398
$4.2M 0.04%
56,468
-57,520
399
$4.14M 0.04%
33,622
-2,161
400
$4.13M 0.04%
26,738
-2,174
14 15
16
17 18