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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.92M 0.03%
138,535
-15,524
452
$2.89M 0.03%
61,435
-18,400
453
$2.88M 0.03%
34,073
-1,160
454
$2.88M 0.03%
31,275
-16,929
455
$2.86M 0.03%
43,444
-21,688
456
$2.85M 0.03%
68,113
-25,639
457
$2.82M 0.03%
58,078
-1,527
458
$2.81M 0.03%
81,379
+11,438
459
$2.81M 0.03%
132,026
-3,856
460
$2.81M 0.03%
133,645
-12,855
461
$2.8M 0.03%
63,285
+8,488
462
$2.79M 0.03%
213,969
+13,071
463
$2.76M 0.03%
75,804
-31,896
464
$2.69M 0.03%
43,011
-264
465
$2.69M 0.03%
42,976
+10,120
466
$2.69M 0.03%
91,390
-4,258
467
$2.67M 0.03%
86,700
+21,096
468
$2.67M 0.03%
218,888
+6,490
469
$2.67M 0.03%
121,101
-35,710
470
$2.67M 0.03%
+38,068
471
$2.65M 0.03%
23,802
+13,366
472
$2.63M 0.03%
82,227
-9,670
473
$2.6M 0.03%
39,733
-1,666
474
$2.6M 0.03%
121,415
-11,422
475
$2.53M 0.03%
57,309
-22,898
17 18
19
20 21