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
401
$4.12M 0.04%
50,855
-4,054
402
$4.07M 0.04%
117,278
-5,788
403
$4.05M 0.04%
34,309
-352
404
$4.05M 0.04%
146,325
-36,571
405
$4.04M 0.04%
102,300
+4,590
406
$4.04M 0.04%
37,197
-276
407
$4.04M 0.04%
21,679
+11,282
408
$4.03M 0.04%
140,969
+2,005
409
$4.02M 0.04%
176,100
-8,000
410
$4.02M 0.04%
26,343
+919
411
$4.01M 0.04%
74,284
-9,648
412
$4.01M 0.04%
283,237
+1,596
413
$4.01M 0.04%
124,820
-8,236
414
$3.97M 0.04%
48,693
-1,263
415
$3.97M 0.04%
64,288
+24,202
416
$3.96M 0.04%
94,577
+53,672
417
$3.94M 0.04%
101,286
-400
418
$3.94M 0.04%
77,415
-107,567
419
$3.93M 0.04%
176,913
-330,024
420
$3.89M 0.04%
212,400
421
$3.87M 0.04%
105,183
-129,234
422
$3.85M 0.04%
82,216
-6,388
423
$3.83M 0.04%
378,701
+58,620
424
$3.8M 0.04%
29,034
+7,761
425
$3.79M 0.04%
19,448
-1,111
15 16
17
18 19