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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.5M 0.04%
+188,343
402
$5.47M 0.04%
98,593
-54,354
403
$5.45M 0.04%
96,033
-5,015
404
$5.44M 0.04%
+162,839
405
$5.43M 0.04%
15,310
+305
406
$5.41M 0.04%
170,666
-96,173
407
$5.4M 0.04%
24,301
-380
408
$5.33M 0.04%
146,306
-6,890
409
$5.31M 0.04%
62,198
-2,985
410
$5.3M 0.04%
206,414
-8,593
411
$5.16M 0.04%
120,009
-13,779
412
$5.14M 0.04%
207,033
-12,109
413
$5.14M 0.04%
+78,001
414
$5.07M 0.04%
177,600
-3,500
415
$5.06M 0.04%
+136,727
416
$5.05M 0.04%
+103,131
417
$5.04M 0.04%
306,777
-20,814
418
$4.9M 0.04%
31,768
-594
419
$4.89M 0.04%
37,954
+3,917
420
$4.87M 0.04%
148,954
-78,767
421
$4.82M 0.04%
101,278
-144
422
$4.82M 0.04%
226,470
-2,319
423
$4.8M 0.04%
35,954
+1,981
424
$4.74M 0.04%
113,604
-15,928
425
$4.74M 0.04%
92,880
+1,918
15 16
17
18 19