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
$11.8B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,381
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$23.2M
3
+$23.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$19.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M

Top Sells

1
+$39.7M
2
+$36.2M
3
+$18.2M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$16M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$13.9M

Sector Composition

1 Technology 6.95%
2 Healthcare 5.94%
3 Financials 5.65%
4 Industrials 5.49%
5 Energy 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.83M 0.04%
32,373
-491
402
$4.75M 0.04%
+252,796
403
$4.72M 0.04%
158,728
-2,318
404
$4.7M 0.04%
220,951
+3,778
405
$4.57M 0.04%
81,274
+7,472
406
$4.55M 0.04%
26,124
-99
407
$4.55M 0.04%
118,205
+14,858
408
$4.55M 0.04%
261,591
-996
409
$4.54M 0.04%
207,503
-17,584
410
$4.52M 0.04%
132,707
+349
411
$4.45M 0.04%
56,856
+20,098
412
$4.41M 0.04%
120,360
+660
413
$4.34M 0.04%
31,145
+27,532
414
$4.33M 0.04%
178,100
+1,700
415
$4.29M 0.04%
95,484
-3,236
416
$4.27M 0.04%
32,913
-845
417
$4.24M 0.04%
46,119
-1,536
418
$4.22M 0.04%
204,541
-7,500
419
$4.21M 0.04%
54,415
+9,071
420
$4.18M 0.04%
78,106
+10,212
421
$4.14M 0.04%
71,907
-1,889
422
$4.14M 0.04%
315,535
+23,853
423
$4.09M 0.03%
356,676
-16,556
424
$4.09M 0.03%
50,416
+3,231
425
$4.04M 0.03%
81,488
+8,315
15 16
17
18 19