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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.52M 0.03%
32,412
-2,369
477
$2.52M 0.03%
62,683
-56,486
478
$2.51M 0.03%
106,038
+1,677
479
$2.51M 0.03%
75,460
+3,278
480
$2.5M 0.03%
61,085
-3,050
481
$2.49M 0.03%
26,513
-422
482
$2.48M 0.03%
52,291
+1,538
483
$2.47M 0.03%
22,173
+10,685
484
$2.47M 0.03%
15,192
+484
485
$2.45M 0.03%
58,600
+22,377
486
$2.44M 0.03%
18,591
-1,539
487
$2.44M 0.03%
91,073
-1,683
488
$2.42M 0.03%
15,180
+2,072
489
$2.41M 0.03%
65,819
-4,049
490
$2.4M 0.03%
+31,034
491
$2.37M 0.03%
85,070
-9,676
492
$2.37M 0.03%
+66,526
493
$2.35M 0.03%
82,379
-7,745
494
$2.35M 0.03%
26,196
-2,829
495
$2.35M 0.03%
60,590
-1,947
496
$2.33M 0.03%
68,698
+15,839
497
$2.33M 0.03%
28,676
+3,330
498
$2.32M 0.03%
63,552
-7,367
499
$2.32M 0.03%
74,724
+27,734
500
$2.31M 0.03%
85,401
+6,754
18 19
20
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