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
$12.1B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$53.3M
3
+$50M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$38.7M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$30.8M

Top Sells

1
+$163M
2
+$69M
3
+$58.7M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$32.4M
5
OEF icon
iShares S&P 100 ETF
OEF
+$31M

Sector Composition

1 Technology 12.32%
2 Financials 6.38%
3 Healthcare 5.49%
4 Industrials 4.45%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.01M 0.02%
14,130
-1,345
427
$2M 0.02%
46,639
+6,886
428
$1.99M 0.02%
14,494
+177
429
$1.98M 0.02%
37,039
-4,707
430
$1.97M 0.02%
33,993
+28,025
431
$1.96M 0.02%
8,536
+108
432
$1.95M 0.02%
24,041
+8,406
433
$1.95M 0.02%
7,492
-61
434
$1.94M 0.02%
7,167
-905
435
$1.9M 0.02%
8,928
-1,634
436
$1.9M 0.02%
4,338
-313
437
$1.9M 0.02%
7,811
+1,010
438
$1.9M 0.02%
15,932
-73
439
$1.89M 0.02%
15,483
-7,047
440
$1.89M 0.02%
7,506
-277
441
$1.88M 0.02%
39,874
-5,779
442
$1.87M 0.02%
11,252
-710
443
$1.84M 0.02%
31,956
-65
444
$1.84M 0.02%
39,571
-4,443
445
$1.83M 0.02%
17,377
-223
446
$1.81M 0.01%
16,455
-863
447
$1.81M 0.01%
24,673
-1,975
448
$1.8M 0.01%
23,490
-5,076
449
$1.79M 0.01%
36,315
+6,973
450
$1.78M 0.01%
5,020
-245
16 17
18
19 20