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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.52M 0.01%
33,530
-2,324
452
$2.5M 0.01%
133,540
-1,115
453
$2.5M 0.01%
26,051
+88
454
$2.5M 0.01%
5,251
+303
455
$2.48M 0.01%
21,619
+12,783
456
$2.47M 0.01%
5,116
-3,506
457
$2.44M 0.01%
7,815
+301
458
$2.38M 0.01%
32,352
+14,280
459
$2.38M 0.01%
31,905
+597
460
$2.38M 0.01%
21,577
+4,177
461
$2.37M 0.01%
114,282
-32,385
462
$2.35M 0.01%
12,955
-264
463
$2.34M 0.01%
53,442
+11,900
464
$2.33M 0.01%
13,897
+2,740
465
$2.32M 0.01%
14,965
+5,951
466
$2.32M 0.01%
42,163
+1,932
467
$2.31M 0.01%
35,946
+12,850
468
$2.29M 0.01%
122,835
+1,989
469
$2.28M 0.01%
19,187
+744
470
$2.24M 0.01%
28,042
+1,901
471
$2.24M 0.01%
214,018
+20,891
472
$2.19M 0.01%
9,299
-192
473
$2.19M 0.01%
68,851
+25,552
474
$2.19M 0.01%
4,668
+1,275
475
$2.18M 0.01%
13,670
-421
17 18
19
20 21