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
$6.68B
AUM Growth
+$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$84.9M
2
+$75.6M
3
+$50.7M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$46.1M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$44.3M

Top Sells

1
+$79.7M
2
+$36.3M
3
+$31.8M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$26.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.4M

Sector Composition

1 Technology 7.23%
2 Healthcare 6.55%
3 Financials 6.39%
4 Energy 6.04%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.61M 0.02%
94,520
+1,544
527
$1.6M 0.02%
21,734
+422
528
$1.58M 0.02%
149,980
+105,342
529
$1.58M 0.02%
7
+1
530
$1.57M 0.02%
18,400
+2,807
531
$1.57M 0.02%
98,222
+47,368
532
$1.56M 0.02%
79,422
-9,441
533
$1.56M 0.02%
58,659
+32,635
534
$1.56M 0.02%
26,610
-10,354
535
$1.55M 0.02%
28,741
+21,999
536
$1.54M 0.02%
50,040
+38,923
537
$1.54M 0.02%
79,489
+10,243
538
$1.52M 0.02%
15,809
-3,076
539
$1.5M 0.02%
287,346
+156,976
540
$1.5M 0.02%
61,500
541
$1.5M 0.02%
190,364
-21,348
542
$1.49M 0.02%
13,068
+1,312
543
$1.48M 0.02%
41,103
-1,421
544
$1.47M 0.02%
37,123
+11,374
545
$1.47M 0.02%
+63,002
546
$1.46M 0.02%
18,723
+2,745
547
$1.45M 0.02%
39,440
-600
548
$1.45M 0.02%
276,613
+31,184
549
$1.45M 0.02%
28,530
+419
550
$1.44M 0.02%
15,185
-15,413
20 21
22
23 24