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
$16.9B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,169
New
Increased
Reduced
Closed

Top Buys

1
+$668M
2
+$344M
3
+$139M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$29.7M
5
PXD
Pioneer Natural Resource Co.
PXD
+$18.8M

Top Sells

1
+$866M
2
+$58.3M
3
+$28.6M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$27.7M
5
ETN icon
Eaton
ETN
+$21.1M

Sector Composition

1 Technology 9.56%
2 Healthcare 6.61%
3 Financials 5.36%
4 Industrials 4.32%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.5M 0.01%
21,973
+1,711
527
$1.48M 0.01%
53,163
-4,129
528
$1.48M 0.01%
11,283
-1,229
529
$1.48M 0.01%
9,156
-12
530
$1.46M 0.01%
36,273
-3,892
531
$1.44M 0.01%
30,720
-510
532
$1.44M 0.01%
66,024
-5,778
533
$1.44M 0.01%
21,211
+124
534
$1.44M 0.01%
60,310
-5,402
535
$1.43M 0.01%
16,651
-6,423
536
$1.43M 0.01%
8,292
-623
537
$1.42M 0.01%
128,718
538
$1.4M 0.01%
15,941
-943
539
$1.4M 0.01%
58,443
+7,287
540
$1.39M 0.01%
16,211
-5,048
541
$1.38M 0.01%
9,525
+422
542
$1.38M 0.01%
31,702
-5,376
543
$1.37M 0.01%
5,191
+348
544
$1.37M 0.01%
11,560
+680
545
$1.36M 0.01%
33,352
-39,331
546
$1.35M 0.01%
52,575
-7,077
547
$1.35M 0.01%
37,852
-2,261
548
$1.35M 0.01%
34,379
+15,727
549
$1.35M 0.01%
19,688
-41,037
550
$1.34M 0.01%
20,025
-1,578
20 21
22
23 24