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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.9M 0.01%
14,001
+116
502
$1.89M 0.01%
39,700
+4,379
503
$1.89M 0.01%
18,593
+556
504
$1.88M 0.01%
114,410
+3,060
505
$1.88M 0.01%
15,974
+1,743
506
$1.87M 0.01%
23,755
+106
507
$1.87M 0.01%
19,871
+399
508
$1.86M 0.01%
38,889
+988
509
$1.86M 0.01%
31,947
-695
510
$1.83M 0.01%
183,396
-37,926
511
$1.82M 0.01%
26,084
-32,022
512
$1.82M 0.01%
41,876
+9,054
513
$1.81M 0.01%
153,746
-4,580
514
$1.81M 0.01%
+134,682
515
$1.8M 0.01%
95,157
516
$1.75M 0.01%
18,458
+2,420
517
$1.73M 0.01%
116,534
+28,245
518
$1.73M 0.01%
32,726
-197,910
519
$1.72M 0.01%
59,652
+3,853
520
$1.72M 0.01%
37,078
+5,410
521
$1.71M 0.01%
71,629
-5,315
522
$1.71M 0.01%
12,512
-1,178
523
$1.69M 0.01%
27,278
+210
524
$1.69M 0.01%
+40,165
525
$1.69M 0.01%
28,634
-19,741
19 20
21
22 23