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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.1%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$796K 0.02%
10,414
+5,114
527
$795K 0.02%
+60,432
528
$794K 0.02%
10,351
-449
529
$793K 0.02%
32,422
530
$791K 0.02%
+13,822
531
$789K 0.02%
2,870
+3
532
$786K 0.02%
+16,029
533
$785K 0.02%
+18,044
534
$783K 0.02%
+19,840
535
$773K 0.02%
+35,311
536
$771K 0.02%
13,096
+1,410
537
$765K 0.02%
+15,816
538
$762K 0.02%
650
-100
539
$759K 0.02%
56,037
-5,482
540
$757K 0.02%
+8,146
541
$755K 0.02%
+33,729
542
$753K 0.02%
+6,839
543
$751K 0.02%
+7,834
544
$748K 0.02%
+32,777
545
$747K 0.02%
66,568
+7,581
546
$746K 0.02%
10,122
-6,436
547
$739K 0.02%
21,089
-7,465
548
$737K 0.02%
59,884
-4,041
549
$736K 0.02%
5,268
+3,742
550
$733K 0.02%
+20,625
20 21
22
23 24