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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.3M 0.02%
14,531
+1,549
527
$2.26M 0.02%
141,525
+8,000
528
$2.24M 0.02%
101,854
-19,247
529
$2.22M 0.02%
49,340
-42,919
530
$2.2M 0.02%
28,150
+2,223
531
$2.19M 0.02%
64,450
+3,860
532
$2.16M 0.02%
30,447
-738
533
$2.14M 0.02%
333,945
-24,020
534
$2.13M 0.02%
45,327
+4,740
535
$2.1M 0.02%
+61,837
536
$2.1M 0.02%
87,588
-2,629
537
$2.1M 0.02%
233,286
+172,232
538
$2.1M 0.02%
72,368
-10,011
539
$2.09M 0.02%
33,245
+25,427
540
$2.09M 0.02%
54,364
-2,326
541
$2.09M 0.02%
60,375
-3,177
542
$2.06M 0.02%
51,884
-29,294
543
$2.04M 0.02%
92,962
+4,781
544
$2.02M 0.02%
32,034
+5,400
545
$2.01M 0.02%
42,765
+3,505
546
$2.01M 0.02%
125,572
-6,087
547
$2.01M 0.02%
25,394
+13,614
548
$2M 0.02%
199,885
-965
549
$1.98M 0.02%
56,544
-9,275
550
$1.97M 0.02%
49,336
+27,977
20 21
22
23 24