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
476
$3.57M 0.03%
43,004
-3,549
477
$3.55M 0.03%
44,080
+207
478
$3.53M 0.03%
69,331
-1,406
479
$3.53M 0.03%
126,060
-8,574
480
$3.51M 0.03%
77,863
+4,901
481
$3.47M 0.03%
22,984
+338
482
$3.45M 0.03%
37,673
+3,303
483
$3.44M 0.03%
35,792
-172,942
484
$3.41M 0.03%
20,042
-4,167
485
$3.4M 0.03%
24,951
+4,039
486
$3.4M 0.03%
83,766
+120
487
$3.36M 0.03%
102,208
488
$3.35M 0.03%
177,559
+17,838
489
$3.35M 0.03%
128,000
-4,026
490
$3.33M 0.02%
154,660
+3,485
491
$3.32M 0.02%
139,892
+16,732
492
$3.29M 0.02%
64,479
+4,467
493
$3.29M 0.02%
13,742
-1,409
494
$3.28M 0.02%
56,192
+8,558
495
$3.27M 0.02%
49,078
-6,343
496
$3.27M 0.02%
155,796
-13,203
497
$3.26M 0.02%
42,810
-3,834
498
$3.25M 0.02%
124,800
-3,000
499
$3.15M 0.02%
+23,957
500
$3.15M 0.02%
40,272
+1,573
18 19
20
21 22