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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.85M 0.02%
31,261
+378
427
$2.85M 0.02%
27,337
-2,827
428
$2.84M 0.02%
43,023
-6,928
429
$2.83M 0.02%
120,406
+151
430
$2.82M 0.02%
33,064
-30,667
431
$2.81M 0.02%
10,326
-1,873
432
$2.81M 0.02%
86,980
+5,153
433
$2.78M 0.02%
39,394
+5,515
434
$2.75M 0.02%
4,323
+512
435
$2.75M 0.02%
55,554
+2,031
436
$2.73M 0.02%
698,812
+35,462
437
$2.72M 0.01%
114,155
+3,739
438
$2.71M 0.01%
32,884
-5
439
$2.67M 0.01%
7,602
+115
440
$2.65M 0.01%
49,050
+26,450
441
$2.65M 0.01%
66,648
-1,116
442
$2.63M 0.01%
48,745
443
$2.61M 0.01%
36,938
-1,122
444
$2.6M 0.01%
6,678
-1,223
445
$2.6M 0.01%
45,967
+17,851
446
$2.59M 0.01%
59,941
-5
447
$2.57M 0.01%
16,824
+653
448
$2.55M 0.01%
21,029
-483
449
$2.53M 0.01%
73,067
-5,499
450
$2.52M 0.01%
70,634
+7,066
16 17
18
19 20