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
$18.1B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$144M
3
+$142M
4
ACN icon
Accenture
ACN
+$50.7M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$35.3M

Top Sells

1
+$47.2M
2
+$33.6M
3
+$27.2M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$16.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$12.5M

Sector Composition

1 Technology 10.22%
2 Healthcare 5.83%
3 Financials 5.34%
4 Industrials 5%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.8M 0.01%
10,847
-2,018
527
$1.79M 0.01%
20,439
+44
528
$1.79M 0.01%
23,658
+14,391
529
$1.78M 0.01%
32,658
+8,701
530
$1.78M 0.01%
9,715
+1,087
531
$1.78M 0.01%
45,448
-6,144
532
$1.77M 0.01%
7,695
-39
533
$1.77M 0.01%
38,332
+1,498
534
$1.76M 0.01%
40,489
-2,620
535
$1.76M 0.01%
11,676
-1,434
536
$1.75M 0.01%
27,783
-170,184
537
$1.75M 0.01%
53,825
+2,429
538
$1.7M 0.01%
17,679
-2,338
539
$1.69M 0.01%
11,712
-593
540
$1.69M 0.01%
21,466
-134,749
541
$1.67M 0.01%
38,293
-414
542
$1.66M 0.01%
17,784
-1,411
543
$1.66M 0.01%
32,469
-3,779
544
$1.65M 0.01%
65,275
-10,284
545
$1.64M 0.01%
31,382
-9,305
546
$1.62M 0.01%
38,639
-20,626
547
$1.61M 0.01%
115,609
+62,732
548
$1.61M 0.01%
40,194
+3,629
549
$1.59M 0.01%
31,541
-43,168
550
$1.59M 0.01%
41,909
-1,070
20 21
22
23 24