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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.14%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.71M 0.02%
11,390
+9
527
$2.69M 0.02%
20,317
-5,794
528
$2.68M 0.02%
21,309
-2,798
529
$2.67M 0.02%
19,878
+3,223
530
$2.67M 0.02%
65,109
-2,955
531
$2.64M 0.02%
123,925
+5,866
532
$2.62M 0.02%
67,202
+243
533
$2.6M 0.02%
24,640
-30
534
$2.55M 0.02%
39,182
+3,331
535
$2.53M 0.02%
59,006
-541
536
$2.52M 0.02%
36,678
-39,174
537
$2.52M 0.02%
51,864
-2,238
538
$2.51M 0.02%
46,208
+2,048
539
$2.48M 0.02%
37,117
+1,383
540
$2.47M 0.02%
33,682
-5,808
541
$2.46M 0.02%
180,191
-33,927
542
$2.46M 0.02%
40,186
-9,954
543
$2.45M 0.02%
24,505
+17,844
544
$2.45M 0.02%
29,465
-1,120
545
$2.44M 0.02%
23,209
-2,338
546
$2.44M 0.02%
+46,435
547
$2.43M 0.02%
+146,239
548
$2.43M 0.02%
106,185
-8,850
549
$2.43M 0.02%
51,611
-5,363
550
$2.42M 0.02%
49,553
+4,926
20 21
22
23 24