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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.68M 0.01%
23,286
+546
527
$1.68M 0.01%
170,781
+53,435
528
$1.65M 0.01%
81,509
+23,632
529
$1.65M 0.01%
28,405
-3,175
530
$1.64M 0.01%
20,262
-895
531
$1.64M 0.01%
33,875
-654
532
$1.64M 0.01%
39,203
-4,122
533
$1.64M 0.01%
71,802
-5,236
534
$1.64M 0.01%
65,712
-4,847
535
$1.64M 0.01%
57,292
+391
536
$1.62M 0.01%
73,996
+28,225
537
$1.61M 0.01%
23,074
-922
538
$1.6M 0.01%
128,718
-2,596
539
$1.6M 0.01%
9,286
-318
540
$1.6M 0.01%
+127,088
541
$1.57M 0.01%
19,738
-779
542
$1.57M 0.01%
17,300
-2,414
543
$1.56M 0.01%
21,603
+76
544
$1.56M 0.01%
16,884
-194
545
$1.55M 0.01%
10,880
-376
546
$1.55M 0.01%
9,168
-424
547
$1.54M 0.01%
384
+175
548
$1.53M 0.01%
21,087
+9,333
549
$1.52M 0.01%
8,915
-598
550
$1.5M 0.01%
10,641
+1,259
20 21
22
23 24