UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$35.1M
3
+$34.2M
4
ADP icon
Automatic Data Processing
ADP
+$23.3M
5
SPGI icon
S&P Global
SPGI
+$19.6M

Top Sells

1
+$131M
2
+$125M
3
+$43M
4
AMGN icon
Amgen
AMGN
+$27.1M
5
VUG icon
Vanguard Growth ETF
VUG
+$25.9M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.92M 0.01%
19,849
+679
527
$1.92M 0.01%
35,760
-26,288
528
$1.91M 0.01%
28,529
+85
529
$1.91M 0.01%
20,604
-235
530
$1.9M 0.01%
67,745
-209,273
531
$1.88M 0.01%
104,956
-7,770
532
$1.87M 0.01%
+46,977
533
$1.87M 0.01%
7
-4
534
$1.85M 0.01%
68,981
-2,045
535
$1.83M 0.01%
11,108
+2,497
536
$1.83M 0.01%
130,656
-12,086
537
$1.83M 0.01%
9,484
+1,081
538
$1.82M 0.01%
47,486
-13,140
539
$1.81M 0.01%
35,551
+351
540
$1.81M 0.01%
43,794
-5,897
541
$1.79M 0.01%
10,177
-72
542
$1.76M 0.01%
83,924
+10,742
543
$1.75M 0.01%
10,119
+784
544
$1.73M 0.01%
1,083
+121
545
$1.7M 0.01%
55,894
-2,510
546
$1.69M 0.01%
39,819
+522
547
$1.69M 0.01%
14,141
548
$1.68M 0.01%
60,708
-18,525
549
$1.68M 0.01%
19,121
-3,585
550
$1.67M 0.01%
16,029
+150
20 21
22
23 24