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
401
$4.03M 0.04%
366,627
-17,806
402
$4.02M 0.04%
167,551
+5,232
403
$4.01M 0.04%
29,469
+288
404
$4M 0.04%
35,838
-1,652
405
$4M 0.04%
15,632
-12,196
406
$3.99M 0.04%
103,616
-3,498
407
$3.98M 0.04%
+147,446
408
$3.98M 0.04%
165,627
+1,230
409
$3.98M 0.04%
33,124
+1,578
410
$3.93M 0.04%
218,391
-2,000
411
$3.93M 0.04%
62,386
-3,597
412
$3.91M 0.04%
230,023
+15,261
413
$3.9M 0.04%
70,941
-12,072
414
$3.86M 0.04%
107,252
-2,696
415
$3.85M 0.04%
75,384
+2,095
416
$3.84M 0.04%
+107,226
417
$3.84M 0.04%
52,571
+2,052
418
$3.83M 0.04%
95,688
+11,476
419
$3.81M 0.04%
63,412
-7,745
420
$3.74M 0.04%
35,986
+13,813
421
$3.74M 0.04%
267,073
-16,969
422
$3.73M 0.04%
49,148
-10,176
423
$3.72M 0.04%
95,342
-6,069
424
$3.71M 0.04%
30,191
-2,203
425
$3.7M 0.04%
51,508
+21,960
15 16
17
18 19