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
401
$3.72M 0.04%
175,982
-57,145
402
$3.7M 0.04%
367,475
-94,564
403
$3.7M 0.04%
117,004
+29,982
404
$3.69M 0.04%
17,770
+2,213
405
$3.67M 0.04%
32,009
-27,256
406
$3.66M 0.04%
51,438
+5,106
407
$3.66M 0.04%
172,515
-46,744
408
$3.64M 0.04%
115,830
+19,709
409
$3.62M 0.04%
73,289
-7,812
410
$3.59M 0.04%
+254,228
411
$3.59M 0.04%
29,181
-2,321
412
$3.54M 0.04%
13,196
+210
413
$3.52M 0.04%
169,223
-69,622
414
$3.47M 0.04%
892,378
-71,450
415
$3.46M 0.04%
50,519
+5,987
416
$3.43M 0.04%
129,595
+17,131
417
$3.42M 0.04%
168,140
-8,143
418
$3.42M 0.04%
84,212
-1,747
419
$3.4M 0.04%
129,937
-27,178
420
$3.38M 0.04%
31,546
-87,082
421
$3.38M 0.04%
49,171
-2,041
422
$3.36M 0.04%
110,082
+50,878
423
$3.35M 0.04%
45,571
-2,176
424
$3.35M 0.04%
63,421
-21,795
425
$3.31M 0.04%
98,586
-3,053
15 16
17
18 19