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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.45M 0.02%
19,475
-573
402
$3.44M 0.02%
62,030
+30,182
403
$3.38M 0.02%
29,737
+7,135
404
$3.37M 0.02%
49,425
-1,501
405
$3.23M 0.02%
115,724
-28,526
406
$3.21M 0.02%
36,028
+143
407
$3.14M 0.02%
44,757
+21,186
408
$3.11M 0.02%
32,884
+123
409
$3.09M 0.02%
112,920
-3,894
410
$3.05M 0.02%
92,869
-3,400
411
$3.04M 0.02%
130,370
-37,668
412
$3.03M 0.02%
72,683
+44,276
413
$3.02M 0.02%
20,699
+983
414
$3.02M 0.02%
21,975
+2,262
415
$3.01M 0.02%
106,326
+5,405
416
$2.99M 0.02%
36,374
-2,300
417
$2.98M 0.02%
229,870
+2,000
418
$2.97M 0.02%
13,322
+780
419
$2.96M 0.02%
15,814
-1,049
420
$2.93M 0.02%
4,453
-337
421
$2.89M 0.02%
141,132
-7,008
422
$2.88M 0.02%
10,923
+1,605
423
$2.88M 0.02%
12,661
+709
424
$2.88M 0.02%
31,621
+6,770
425
$2.86M 0.02%
15,971
-853
15 16
17
18 19