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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.68M 0.04%
38,729
-8,723
427
$3.67M 0.04%
45,925
+26,975
428
$3.66M 0.04%
29,965
-5,426
429
$3.63M 0.04%
172,880
+365
430
$3.6M 0.04%
25,887
+648
431
$3.56M 0.04%
169,597
-6,385
432
$3.56M 0.04%
209,400
-7,000
433
$3.55M 0.04%
41,766
+19,413
434
$3.53M 0.04%
82,063
+1,853
435
$3.52M 0.04%
42,869
-64,566
436
$3.51M 0.04%
25,278
+6,687
437
$3.5M 0.04%
21,102
-30,098
438
$3.48M 0.04%
133,795
+3,858
439
$3.45M 0.04%
44,808
-10,315
440
$3.45M 0.04%
52,251
+813
441
$3.45M 0.04%
229,901
-67,801
442
$3.43M 0.03%
69,926
+30,343
443
$3.38M 0.03%
60,273
+6,183
444
$3.36M 0.03%
129,350
+8,678
445
$3.35M 0.03%
47,835
+40,981
446
$3.33M 0.03%
333,542
-33,933
447
$3.28M 0.03%
126,000
448
$3.26M 0.03%
44,619
-952
449
$3.24M 0.03%
249,127
-62,458
450
$3.21M 0.03%
103,558
+16,858
16 17
18
19 20