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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.04M 0.02%
12,982
+7,643
527
$2.03M 0.02%
138,431
-52,916
528
$2.02M 0.02%
284,042
-41,166
529
$2.01M 0.02%
+70,090
530
$2M 0.02%
108,876
-373
531
$2M 0.02%
26,634
+4,947
532
$2M 0.02%
79,676
+93
533
$1.97M 0.02%
21,094
-29,380
534
$1.96M 0.02%
29,154
-62,974
535
$1.96M 0.02%
34,387
+7,220
536
$1.96M 0.02%
15,411
+2,541
537
$1.95M 0.02%
25,927
-1,871
538
$1.93M 0.02%
39,583
+22,096
539
$1.92M 0.02%
15,165
+5,708
540
$1.92M 0.02%
9
+2
541
$1.92M 0.02%
31,375
+21,000
542
$1.92M 0.02%
373,965
+149,464
543
$1.91M 0.02%
88,181
-6,221
544
$1.9M 0.02%
+16,575
545
$1.89M 0.02%
+192,911
546
$1.88M 0.02%
+40,587
547
$1.86M 0.02%
+67,914
548
$1.85M 0.02%
22,353
+11,311
549
$1.85M 0.02%
+200,850
550
$1.84M 0.02%
22,161
-812
20 21
22
23 24