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
26
$74.3M 0.55%
1,332,460
-14,860
27
$74.1M 0.55%
1,311,660
+3,520
28
$72.5M 0.54%
547,049
-18,305
29
$71.9M 0.54%
660,138
-251
30
$71.5M 0.53%
686,083
-6,278
31
$67.8M 0.51%
832,210
+4,102
32
$67.1M 0.5%
710,208
+4,472
33
$66.4M 0.49%
1,213,213
+58,803
34
$66.3M 0.49%
812,470
+14,962
35
$66.1M 0.49%
354,034
-3,193
36
$64.2M 0.48%
472,876
+8,365
37
$63.3M 0.47%
521,573
-6,831
38
$63M 0.47%
1,469,164
+37,434
39
$62M 0.46%
184,877
-5,023
40
$61.8M 0.46%
351,632
+797
41
$61.8M 0.46%
6,521,872
+260,208
42
$60.4M 0.45%
3,409,710
+204,162
43
$57.2M 0.43%
1,407,084
+15,644
44
$55.3M 0.41%
1,187,136
-173,120
45
$53.8M 0.4%
857,469
+27,031
46
$53.6M 0.4%
1,008,737
+5,783
47
$53.2M 0.4%
4,908,690
-18,486
48
$51.6M 0.38%
220,688
+982
49
$50.1M 0.37%
271,241
+13,020
50
$50M 0.37%
254,458
+19,337
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