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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.1%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.32M 0.03%
13,909
+559
427
$1.31M 0.03%
+15,708
428
$1.29M 0.03%
44,600
-3,216
429
$1.29M 0.03%
+24,278
430
$1.27M 0.03%
39,350
-4,100
431
$1.26M 0.03%
+23,966
432
$1.25M 0.03%
45,280
-13,796
433
$1.24M 0.03%
27,722
+1,824
434
$1.24M 0.03%
+48,874
435
$1.23M 0.03%
+16,342
436
$1.23M 0.03%
+21,476
437
$1.22M 0.03%
32,507
+2,241
438
$1.21M 0.03%
11,559
-560
439
$1.2M 0.03%
+32,295
440
$1.2M 0.03%
18,396
+13,436
441
$1.2M 0.03%
28,891
+5,876
442
$1.2M 0.03%
+86,397
443
$1.19M 0.03%
40,457
+17,167
444
$1.17M 0.03%
8,842
+3,542
445
$1.17M 0.02%
+8,042
446
$1.16M 0.02%
+40,460
447
$1.16M 0.02%
+29,183
448
$1.15M 0.02%
19,529
-3,630
449
$1.14M 0.02%
+21,146
450
$1.13M 0.02%
19,936
+6,336
16 17
18
19 20