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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.83M 0.02%
21,323
-59,278
552
$1.83M 0.02%
60,502
+5,034
553
$1.82M 0.02%
79,149
+4,760
554
$1.81M 0.02%
37,706
-40
555
$1.81M 0.02%
11,094
-7,161
556
$1.8M 0.02%
9,462
+1,665
557
$1.79M 0.02%
+112,608
558
$1.79M 0.02%
30,720
-1,189
559
$1.79M 0.02%
52,115
+5,711
560
$1.79M 0.02%
11,325
+2,598
561
$1.78M 0.02%
61,593
+4,628
562
$1.77M 0.02%
+107,124
563
$1.77M 0.02%
78,617
-39,404
564
$1.76M 0.02%
69,502
-25,780
565
$1.75M 0.02%
+23,420
566
$1.74M 0.02%
18,723
-3,001
567
$1.72M 0.02%
85,160
+10,275
568
$1.71M 0.02%
+38,262
569
$1.71M 0.02%
81,896
-96,097
570
$1.7M 0.02%
34,873
-13,003
571
$1.68M 0.02%
19,508
-2,651
572
$1.68M 0.02%
19,270
+1,059
573
$1.67M 0.02%
53,410
+10,216
574
$1.67M 0.02%
28,385
-417
575
$1.66M 0.02%
81,318
+3,170
21 22
23
24 25