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
$16.6B
AUM Growth
+$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,234
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$108M
3
+$72.7M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$36.8M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$27.3M

Top Sells

1
+$449M
2
+$32.6M
3
+$31.2M
4
AAPL icon
Apple
AAPL
+$26M
5
VUG icon
Vanguard Growth ETF
VUG
+$24.3M

Sector Composition

1 Technology 11.05%
2 Healthcare 6.16%
3 Financials 5.24%
4 Industrials 5.19%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.59M 0.02%
17,514
-28
452
$2.58M 0.02%
10,849
+507
453
$2.57M 0.02%
124,329
454
$2.55M 0.02%
6,238
+47
455
$2.53M 0.02%
50,619
+3,498
456
$2.51M 0.02%
50,160
+3,028
457
$2.49M 0.02%
37,356
+2,732
458
$2.49M 0.02%
79,115
+6,090
459
$2.48M 0.02%
30,531
+1,271
460
$2.48M 0.02%
44,154
-6,012
461
$2.47M 0.01%
22,358
-6,750
462
$2.46M 0.01%
19,466
+137
463
$2.44M 0.01%
7
464
$2.43M 0.01%
148,824
+3,224
465
$2.42M 0.01%
14,387
466
$2.42M 0.01%
+7,132
467
$2.4M 0.01%
48,939
+10,964
468
$2.39M 0.01%
11,267
-155
469
$2.39M 0.01%
15,762
+570
470
$2.39M 0.01%
14,056
-22,052
471
$2.38M 0.01%
26,232
-575
472
$2.38M 0.01%
157,254
-76
473
$2.37M 0.01%
59,265
+17,518
474
$2.36M 0.01%
+34,563
475
$2.33M 0.01%
113,587
+17,100
17 18
19
20 21