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
501
$3.14M 0.02%
33,451
+1,529
502
$3.14M 0.02%
76,403
+6,303
503
$3.13M 0.02%
16,780
-904
504
$3.09M 0.02%
64,333
-326
505
$3.08M 0.02%
68,596
-1,148
506
$3.02M 0.02%
25,419
+1,707
507
$3.01M 0.02%
22,461
-5,131
508
$3M 0.02%
27,317
-76,859
509
$2.97M 0.02%
47,909
-5,735
510
$2.95M 0.02%
22,502
-1,114
511
$2.92M 0.02%
22,290
+1,454
512
$2.89M 0.02%
82,150
-1,523
513
$2.88M 0.02%
54,840
+1,010
514
$2.86M 0.02%
85,153
-3
515
$2.86M 0.02%
43,543
-8,812
516
$2.84M 0.02%
61,576
-887
517
$2.83M 0.02%
88,895
+69,246
518
$2.83M 0.02%
43,814
+34,985
519
$2.81M 0.02%
89,224
+3,376
520
$2.81M 0.02%
133,078
+107,226
521
$2.8M 0.02%
34,634
-722
522
$2.77M 0.02%
40,605
+2,461
523
$2.73M 0.02%
43,716
+662
524
$2.73M 0.02%
19,488
-346
525
$2.73M 0.02%
25,964
+4,104
19 20
21
22 23