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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.05%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$61.9M 0.58%
1,831,478
+47,061
27
$61.8M 0.58%
687,684
+8,152
28
$59.9M 0.56%
435,856
+37,188
29
$59.5M 0.55%
2,505,791
-221,327
30
$58.7M 0.55%
668,210
-29,562
31
$58.5M 0.55%
469,580
+7,389
32
$57.5M 0.54%
278,649
-4,832
33
$56.4M 0.53%
616,535
+272,083
34
$55.6M 0.52%
953,082
+29,419
35
$54.4M 0.51%
326,239
+7,132
36
$53.6M 0.5%
1,292,640
-14,780
37
$51.6M 0.48%
1,312,049
-48,362
38
$50.5M 0.47%
425,653
+306,058
39
$50.3M 0.47%
352,529
+7,100
40
$49.8M 0.46%
1,043,635
-91,590
41
$49.2M 0.46%
798,142
-41,357
42
$48M 0.45%
686,216
-128,936
43
$47.9M 0.45%
625,204
+860
44
$47.6M 0.44%
1,447,296
+24,756
45
$47.1M 0.44%
679,772
-2,502
46
$46.4M 0.43%
377,294
+13,873
47
$45M 0.42%
432,623
+1,497
48
$44.8M 0.42%
530,422
-12,427
49
$44.7M 0.42%
1,055,540
+680
50
$44.6M 0.42%
1,419,638
+319,368
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