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
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.84M 0.02%
63,000
-1,630
452
$2.76M 0.02%
+110,400
453
$2.75M 0.02%
54,947
-5,813
454
$2.72M 0.02%
9,191
+1,497
455
$2.7M 0.02%
51,278
-2,302
456
$2.68M 0.02%
88,013
-4,409
457
$2.67M 0.02%
14,081
-718
458
$2.65M 0.02%
23,974
-40,434
459
$2.64M 0.02%
+17,853
460
$2.64M 0.02%
168,399
-5,574
461
$2.63M 0.02%
97,523
-16,645
462
$2.62M 0.02%
2,321
-30
463
$2.6M 0.02%
+41,575
464
$2.59M 0.02%
111,018
+1,017
465
$2.53M 0.02%
87,793
-14,302
466
$2.53M 0.02%
44,563
-1,734
467
$2.5M 0.02%
112,600
-5,150
468
$2.5M 0.02%
14,734
-8,977
469
$2.49M 0.02%
92,957
-15,679
470
$2.49M 0.02%
14,817
-5,378
471
$2.43M 0.02%
36,666
-21,696
472
$2.4M 0.02%
67,312
-10,520
473
$2.38M 0.02%
17,424
+1,297
474
$2.38M 0.02%
24,347
-3,077
475
$2.36M 0.02%
6,082
-11,829
17 18
19
20 21