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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.83M 0.02%
150,164
-9,076
377
$3.83M 0.02%
43,436
+1,001
378
$3.83M 0.02%
153,070
-7,855
379
$3.82M 0.02%
34,225
+865
380
$3.81M 0.02%
91,146
-26,381
381
$3.79M 0.02%
47,473
+7,848
382
$3.79M 0.02%
146,104
-9,607
383
$3.78M 0.02%
8,327
+3,161
384
$3.74M 0.02%
143,814
-5,621
385
$3.72M 0.02%
45,327
-1,480
386
$3.71M 0.02%
215,246
+22,434
387
$3.71M 0.02%
133,941
+5,985
388
$3.69M 0.02%
138,454
-4,834
389
$3.66M 0.02%
90,990
+1,378
390
$3.61M 0.02%
52,672
+22,082
391
$3.6M 0.02%
42,641
+1,550
392
$3.6M 0.02%
39,289
+19,017
393
$3.59M 0.02%
78,341
+39,412
394
$3.58M 0.02%
141,461
-6,460
395
$3.57M 0.02%
37,637
+8,928
396
$3.56M 0.02%
144,184
-3,599
397
$3.52M 0.02%
10,593
+624
398
$3.51M 0.02%
24,825
-761
399
$3.48M 0.02%
75,598
+14,670
400
$3.47M 0.02%
253,173
14 15
16
17 18