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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.73M 0.04%
44,161
+34,976
427
$4.7M 0.04%
64,241
-2,183
428
$4.65M 0.03%
216,625
+8,288
429
$4.64M 0.03%
202,641
-7,000
430
$4.63M 0.03%
58,486
+266
431
$4.55M 0.03%
54,676
+20,227
432
$4.52M 0.03%
128,558
-13,082
433
$4.46M 0.03%
105,797
+4,524
434
$4.43M 0.03%
97,522
+3,132
435
$4.43M 0.03%
118,365
+85,542
436
$4.41M 0.03%
66,283
+62,310
437
$4.41M 0.03%
65,419
-6,112
438
$4.37M 0.03%
+39,373
439
$4.37M 0.03%
84,774
-15,222
440
$4.37M 0.03%
133,084
+17,269
441
$4.35M 0.03%
151,002
-215,899
442
$4.33M 0.03%
72,086
-14,300
443
$4.33M 0.03%
85,872
+6,194
444
$4.32M 0.03%
63,213
+52
445
$4.28M 0.03%
247,957
446
$4.22M 0.03%
104,580
+5,626
447
$4.21M 0.03%
51,750
-3,913
448
$4.21M 0.03%
64,658
+46,288
449
$4.2M 0.03%
265,131
-23,490
450
$4.19M 0.03%
80,308
-4,120
16 17
18
19 20