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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.83M 0.03%
20,048
+4,856
477
$2.82M 0.03%
282,180
-27,224
478
$2.81M 0.03%
25,104
+14,098
479
$2.81M 0.03%
215,939
-21,949
480
$2.77M 0.03%
28,889
+2,376
481
$2.77M 0.03%
235,177
+16,289
482
$2.77M 0.03%
55,380
-2,698
483
$2.76M 0.03%
125,278
-8,367
484
$2.74M 0.03%
66,936
-1,177
485
$2.74M 0.03%
68,559
-139
486
$2.72M 0.03%
69,812
+37,314
487
$2.72M 0.03%
77,635
-3,683
488
$2.71M 0.03%
41,700
-1,744
489
$2.69M 0.03%
74,871
-589
490
$2.69M 0.03%
898,378
+6,000
491
$2.69M 0.03%
26,384
+2,582
492
$2.69M 0.03%
22,965
-9,044
493
$2.67M 0.03%
32,192
-220
494
$2.64M 0.03%
61,371
-6,543
495
$2.64M 0.03%
19,099
+3,934
496
$2.63M 0.03%
43,921
+945
497
$2.63M 0.03%
32,454
-1,619
498
$2.63M 0.03%
18,769
+7,675
499
$2.62M 0.03%
90,248
+10,572
500
$2.61M 0.03%
41,493
-30,010
18 19
20
21 22