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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.13M 0.05%
116,403
-4,064
377
$6.1M 0.05%
189,589
-11,446
378
$6.08M 0.05%
62,956
+453
379
$6.08M 0.05%
108,228
+1,944
380
$6.06M 0.05%
127,751
-25,376
381
$6.06M 0.05%
238,202
+16,166
382
$6.03M 0.04%
159,915
-25,082
383
$6.03M 0.04%
36,443
-613
384
$6.02M 0.04%
254,551
-15,064
385
$5.94M 0.04%
232,793
+14,328
386
$5.94M 0.04%
78,853
+6,998
387
$5.84M 0.04%
100,885
+4,124
388
$5.82M 0.04%
79,438
-1,729
389
$5.78M 0.04%
1,248,891
+82,622
390
$5.76M 0.04%
288,530
-27,682
391
$5.75M 0.04%
39,785
-2,412
392
$5.74M 0.04%
232,975
+8,894
393
$5.72M 0.04%
42,344
-500
394
$5.66M 0.04%
122,922
-12,727
395
$5.64M 0.04%
146,647
-3,620
396
$5.63M 0.04%
145,808
+5,666
397
$5.6M 0.04%
41,245
+937
398
$5.58M 0.04%
397,171
+16,350
399
$5.58M 0.04%
126,048
+6,069
400
$5.54M 0.04%
123,972
-8,237
14 15
16
17 18