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
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$24.8M
3
+$24.3M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$24.3M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$23.9M

Top Sells

1
+$35.9M
2
+$32.3M
3
+$31.8M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$20.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.2M

Sector Composition

1 Energy 6.89%
2 Technology 6.83%
3 Financials 6.27%
4 Healthcare 6.11%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.23M 0.02%
36,553
+2,586
552
$1.23M 0.02%
+50,672
553
$1.22M 0.02%
19,829
-575
554
$1.2M 0.02%
+57,859
555
$1.19M 0.02%
43,906
+343
556
$1.19M 0.02%
11,229
+710
557
$1.19M 0.02%
19,362
-50
558
$1.19M 0.02%
119,861
+28,302
559
$1.17M 0.02%
15,593
-349
560
$1.17M 0.02%
+15,978
561
$1.17M 0.02%
20,306
+2,420
562
$1.16M 0.02%
16,802
+14
563
$1.16M 0.02%
24,668
564
$1.16M 0.02%
+17,917
565
$1.15M 0.02%
16,350
-203
566
$1.15M 0.02%
21,219
567
$1.15M 0.02%
17,990
+5,402
568
$1.15M 0.02%
35,229
-4,066
569
$1.15M 0.02%
28,111
+344
570
$1.15M 0.02%
25,053
+140
571
$1.15M 0.02%
+53,316
572
$1.14M 0.02%
+23,484
573
$1.14M 0.02%
59,986
-1,400
574
$1.14M 0.02%
+16,902
575
$1.14M 0.02%
14,809
+1,861
21 22
23
24 25