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
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.12M 0.02%
190,884
-3,026
502
$2.12M 0.02%
46,576
-1,388
503
$2.12M 0.02%
10,242
-396
504
$2.11M 0.02%
33,728
+704
505
$2.09M 0.02%
13,051
-2,063
506
$2.09M 0.02%
234,367
-15,337
507
$2.08M 0.02%
119,272
+7,040
508
$2.06M 0.02%
137,778
-10,436
509
$2.04M 0.01%
17,645
-50
510
$2.04M 0.01%
231,225
-11,698
511
$2.02M 0.01%
61,749
-10,947
512
$2.01M 0.01%
77,579
-50,219
513
$2M 0.01%
26,590
-561
514
$1.99M 0.01%
22,474
-11,207
515
$1.97M 0.01%
38,907
-12,505
516
$1.97M 0.01%
10,216
+3,233
517
$1.96M 0.01%
61,461
-886
518
$1.96M 0.01%
33,263
-15,992
519
$1.95M 0.01%
6,214
-330
520
$1.95M 0.01%
106,512
+14,393
521
$1.95M 0.01%
63,275
-34,282
522
$1.95M 0.01%
28,437
-10,485
523
$1.94M 0.01%
23,307
-3,325
524
$1.94M 0.01%
121,750
-6,500
525
$1.93M 0.01%
133,588
-18,128
19 20
21
22 23