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
501
$2.6M 0.03%
50,098
-2,193
502
$2.6M 0.03%
67,250
-2,840
503
$2.57M 0.03%
69,480
-11,899
504
$2.55M 0.03%
28,002
-3,032
505
$2.55M 0.03%
195,835
+94,881
506
$2.54M 0.03%
110,621
-26,548
507
$2.54M 0.03%
423,787
+49,822
508
$2.54M 0.03%
32,975
-5,093
509
$2.54M 0.03%
39,825
-3,186
510
$2.52M 0.03%
114,727
-6,688
511
$2.52M 0.03%
64,530
+55,047
512
$2.51M 0.03%
67,884
-918
513
$2.5M 0.03%
82,677
+271
514
$2.47M 0.03%
57,525
+9,309
515
$2.47M 0.03%
102,870
-3,168
516
$2.45M 0.03%
53,268
+2,737
517
$2.45M 0.02%
76,520
-8,881
518
$2.45M 0.02%
90,656
-417
519
$2.43M 0.02%
18,419
+3,008
520
$2.41M 0.02%
26,235
+39
521
$2.41M 0.02%
50,264
+2,522
522
$2.37M 0.02%
30,395
+1,719
523
$2.36M 0.02%
47,149
-17,880
524
$2.35M 0.02%
81,073
-1,154
525
$2.32M 0.02%
72,600
-18,790
19 20
21
22 23