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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.17M 0.01%
143,424
+9,856
477
$2.15M 0.01%
25,181
-80
478
$2.15M 0.01%
65,637
+5,759
479
$2.15M 0.01%
57,917
-11,348
480
$2.12M 0.01%
67,990
-5,560
481
$2.1M 0.01%
24,820
+2,405
482
$2.1M 0.01%
7,301
+1,927
483
$2.07M 0.01%
38,563
-5,760
484
$2.07M 0.01%
13,330
+4,246
485
$2.05M 0.01%
134,008
-299,120
486
$2.03M 0.01%
37,571
-715
487
$2.02M 0.01%
21,259
+394
488
$2M 0.01%
114,140
-154,990
489
$1.99M 0.01%
+72,756
490
$1.99M 0.01%
58,035
-324
491
$1.98M 0.01%
19,733
+4,077
492
$1.98M 0.01%
18,927
+922
493
$1.98M 0.01%
75,843
-4,107
494
$1.97M 0.01%
10,253
-734
495
$1.96M 0.01%
134,200
-1,500
496
$1.96M 0.01%
73,296
+2,710
497
$1.95M 0.01%
7,238
+301
498
$1.95M 0.01%
66,520
+16,579
499
$1.94M 0.01%
26,863
+1,648
500
$1.93M 0.01%
38,539
+1,146
18 19
20
21 22