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
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.91M 0.03%
+10,613
402
$3.88M 0.03%
+64,414
403
$3.85M 0.03%
413,832
-13,023
404
$3.85M 0.03%
75,298
-6,065
405
$3.82M 0.03%
122,170
+7,615
406
$3.79M 0.03%
11,688
-1,228
407
$3.78M 0.03%
48,567
-867
408
$3.77M 0.03%
97,921
-150,785
409
$3.75M 0.03%
103,795
-9,433
410
$3.71M 0.03%
36,507
-439
411
$3.68M 0.03%
260,552
-32,725
412
$3.67M 0.03%
99,983
+12,748
413
$3.64M 0.03%
75,799
-13,352
414
$3.62M 0.03%
86,698
-2,166
415
$3.59M 0.03%
10,878
-10,502
416
$3.55M 0.03%
33,858
-1,509
417
$3.53M 0.03%
+96,717
418
$3.52M 0.03%
125,014
+15,136
419
$3.51M 0.03%
13,605
-311
420
$3.48M 0.03%
83,438
+72,851
421
$3.45M 0.03%
93,594
-9,377
422
$3.43M 0.02%
65,084
+2,507
423
$3.42M 0.02%
14,305
-886
424
$3.41M 0.02%
15,546
-111,369
425
$3.29M 0.02%
31,304
-5,343
15 16
17
18 19