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
$6.68B
AUM Growth
+$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$84.9M
2
+$75.6M
3
+$50.7M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$46.1M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$44.3M

Top Sells

1
+$79.7M
2
+$36.3M
3
+$31.8M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$26.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.4M

Sector Composition

1 Technology 7.23%
2 Healthcare 6.55%
3 Financials 6.39%
4 Energy 6.04%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.37M 0.04%
34,337
+3,810
427
$2.36M 0.04%
56,804
-164,771
428
$2.36M 0.04%
41,950
+3,750
429
$2.35M 0.04%
+13,056
430
$2.35M 0.04%
37,140
+21,330
431
$2.33M 0.03%
51,768
+43,596
432
$2.32M 0.03%
103,796
+2,786
433
$2.32M 0.03%
22,750
+7,382
434
$2.32M 0.03%
31,161
+19
435
$2.31M 0.03%
280,023
+160,162
436
$2.3M 0.03%
59,009
+175
437
$2.26M 0.03%
62,263
-35,542
438
$2.25M 0.03%
60,026
+20,104
439
$2.25M 0.03%
20,490
+121
440
$2.24M 0.03%
+91,594
441
$2.24M 0.03%
62,966
+5,901
442
$2.22M 0.03%
253,181
-61,103
443
$2.21M 0.03%
208,234
-54,165
444
$2.21M 0.03%
73,900
+14,000
445
$2.21M 0.03%
54,491
+47,574
446
$2.2M 0.03%
34,789
+7,569
447
$2.19M 0.03%
56,426
-4,019
448
$2.16M 0.03%
21,525
+15,783
449
$2.15M 0.03%
78,111
+6,711
450
$2.15M 0.03%
261,967
+155,337
16 17
18
19 20