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
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$24.8M
3
+$24.3M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$24.3M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$23.9M

Top Sells

1
+$35.9M
2
+$32.3M
3
+$31.8M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$20.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.2M

Sector Composition

1 Energy 6.89%
2 Technology 6.83%
3 Financials 6.27%
4 Healthcare 6.11%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.73M 0.03%
24,255
-6,903
477
$1.73M 0.03%
64,764
+22,652
478
$1.73M 0.03%
67,570
+22,998
479
$1.72M 0.03%
24,295
+452
480
$1.72M 0.03%
14,161
+3,241
481
$1.71M 0.03%
181,232
-1,080
482
$1.7M 0.03%
24,170
-154
483
$1.69M 0.03%
17,504
+1,006
484
$1.69M 0.03%
467,105
+116,290
485
$1.68M 0.03%
18,885
-1,531
486
$1.67M 0.03%
28,100
-500
487
$1.66M 0.03%
46,265
-29,643
488
$1.65M 0.03%
+9,962
489
$1.65M 0.03%
+65,538
490
$1.65M 0.03%
27,220
+460
491
$1.65M 0.03%
64,685
+22,703
492
$1.64M 0.03%
24,131
-845
493
$1.63M 0.03%
72,411
+17,746
494
$1.62M 0.03%
88,863
+23,013
495
$1.61M 0.03%
271,791
+64,317
496
$1.6M 0.03%
80,156
-1,192
497
$1.6M 0.03%
211,712
+52,360
498
$1.59M 0.03%
+119,000
499
$1.58M 0.03%
36,964
+9,676
500
$1.56M 0.03%
38,196
+9,164
18 19
20
21 22