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
$3.76B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$65.1M
3
+$61.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.5M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$55.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.95%
2 Technology 6.9%
3 Healthcare 6.62%
4 Financials 6.31%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$477K 0.01%
+11,635
502
$474K 0.01%
+20,210
503
$471K 0.01%
+15,810
504
$469K 0.01%
+34,125
505
$464K 0.01%
+9,664
506
$464K 0.01%
+33,838
507
$462K 0.01%
+13,368
508
$460K 0.01%
+64,852
509
$458K 0.01%
+21,576
510
$457K 0.01%
+4,878
511
$454K 0.01%
+20,892
512
$453K 0.01%
+3,750
513
$448K 0.01%
+5,390
514
$448K 0.01%
+9,239
515
$443K 0.01%
+15,050
516
$442K 0.01%
+6,653
517
$440K 0.01%
+7,889
518
$438K 0.01%
+18,285
519
$436K 0.01%
+11,325
520
$431K 0.01%
+16,800
521
$420K 0.01%
+991
522
$418K 0.01%
+114,506
523
$416K 0.01%
+9,375
524
$415K 0.01%
+10,945
525
$414K 0.01%
+5,484
19 20
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