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
$11.8B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,381
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$23.2M
3
+$23.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$19.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M

Top Sells

1
+$39.7M
2
+$36.2M
3
+$18.2M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$16M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$13.9M

Sector Composition

1 Technology 6.95%
2 Healthcare 5.94%
3 Financials 5.65%
4 Industrials 5.49%
5 Energy 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.02M 0.03%
82,304
-8,933
427
$4.02M 0.03%
179,794
+14,739
428
$4.01M 0.03%
47,787
-1,879
429
$3.98M 0.03%
382,413
+24,521
430
$3.95M 0.03%
159,393
-1,129
431
$3.92M 0.03%
17,360
-439
432
$3.9M 0.03%
83,287
+6,471
433
$3.82M 0.03%
103,500
+5,732
434
$3.81M 0.03%
60,447
+55,732
435
$3.8M 0.03%
60,043
-9,042
436
$3.79M 0.03%
358,487
+20,938
437
$3.78M 0.03%
142,294
-2,530
438
$3.78M 0.03%
26,606
+283
439
$3.78M 0.03%
76,604
+3,672
440
$3.77M 0.03%
23,405
-5,359
441
$3.77M 0.03%
18,323
-1,383
442
$3.69M 0.03%
61,520
+1,400
443
$3.65M 0.03%
197,280
+56,680
444
$3.64M 0.03%
105,090
-6,190
445
$3.62M 0.03%
56,973
-9,116
446
$3.59M 0.03%
165,239
+25,159
447
$3.49M 0.03%
115,935
+6,155
448
$3.46M 0.03%
67,973
+1,260
449
$3.45M 0.03%
26,174
+9,404
450
$3.45M 0.03%
58,489
-5,101
16 17
18
19 20