UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$85.9M
3
+$80.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$70.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.2M

Top Sells

1
+$57.7M
2
+$10.1M
3
+$8.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.43M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Healthcare 6.24%
4 Financials 6.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$892K 0.02%
13,721
-3,549
502
$892K 0.02%
20,100
+13,853
503
$889K 0.02%
197,646
504
$882K 0.02%
35,015
+740
505
$877K 0.02%
+162,027
506
$871K 0.02%
+55,503
507
$871K 0.02%
+173,412
508
$870K 0.02%
100,618
+21,282
509
$867K 0.02%
16,330
+4,860
510
$866K 0.02%
+57,143
511
$861K 0.02%
+45,231
512
$861K 0.02%
+66,548
513
$857K 0.02%
+90,099
514
$850K 0.02%
19,763
-1,067
515
$840K 0.02%
22,488
+1,341
516
$836K 0.02%
+7,679
517
$823K 0.02%
5,404
+257
518
$822K 0.02%
32,263
-2,651
519
$821K 0.02%
+40,989
520
$819K 0.02%
+40,440
521
$818K 0.02%
19,933
+2,380
522
$811K 0.02%
18,904
-336
523
$806K 0.02%
24,377
+2,022
524
$805K 0.02%
11,713
-1,231
525
$796K 0.02%
10,414
+5,114
19 20
21
22 23