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
$3.76B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$65.1M
3
+$61.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.5M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$55.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.95%
2 Technology 6.9%
3 Healthcare 6.62%
4 Financials 6.31%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$362K 0.01%
+7,034
552
$358K 0.01%
+22,000
553
$355K 0.01%
+14,792
554
$354K 0.01%
+31,423
555
$353K 0.01%
+11,387
556
$352K 0.01%
+19,188
557
$348K 0.01%
+4,251
558
$348K 0.01%
+9,158
559
$342K 0.01%
+5,032
560
$342K 0.01%
+13,937
561
$340K 0.01%
+18,192
562
$338K 0.01%
+13,606
563
$332K 0.01%
+9,322
564
$331K 0.01%
+13,241
565
$327K 0.01%
+5,227
566
$326K 0.01%
+7,175
567
$325K 0.01%
+8,647
568
$325K 0.01%
+6,139
569
$325K 0.01%
+9,757
570
$321K 0.01%
+4,583
571
$321K 0.01%
+18,588
572
$320K 0.01%
+9,264
573
$318K 0.01%
+10,153
574
$317K 0.01%
+7,835
575
$311K 0.01%
+7,333
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