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
451
$4.14M 0.03%
66,255
-3,248
452
$4.13M 0.03%
77,908
-8,412
453
$4.13M 0.03%
54,101
+4,535
454
$4.04M 0.03%
16,648
-101
455
$4.01M 0.03%
17,650
+49
456
$4M 0.03%
53,876
+33,256
457
$3.96M 0.03%
89,680
-1,231
458
$3.94M 0.03%
23,307
+238
459
$3.9M 0.03%
42,720
-31
460
$3.9M 0.03%
81,536
-91
461
$3.89M 0.03%
37,574
+18,423
462
$3.85M 0.03%
8,957
-918
463
$3.81M 0.03%
22,108
+1,910
464
$3.81M 0.03%
117,433
-8,356
465
$3.8M 0.03%
78,255
+6,252
466
$3.8M 0.03%
87,849
-4,410
467
$3.79M 0.03%
118,196
-21,132
468
$3.79M 0.03%
60,684
-2,450
469
$3.72M 0.03%
18,191
-1,563
470
$3.68M 0.03%
394,473
-21,142
471
$3.68M 0.03%
417,527
-22,366
472
$3.67M 0.03%
49,697
-4,883
473
$3.66M 0.03%
107,541
+97,246
474
$3.61M 0.03%
122,255
-11,448
475
$3.58M 0.03%
66,137
+436
17 18
19
20 21