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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.96M 0.02%
72,672
-709
552
$1.96M 0.02%
38,458
+4,071
553
$1.95M 0.02%
9
554
$1.95M 0.02%
+65,062
555
$1.95M 0.02%
121,984
+9,376
556
$1.95M 0.02%
62,868
+2,366
557
$1.95M 0.02%
54,051
+1,013
558
$1.94M 0.02%
92,460
+7,300
559
$1.92M 0.02%
20,225
-1,098
560
$1.91M 0.02%
31,375
561
$1.91M 0.02%
46,495
-3,764
562
$1.9M 0.02%
23,492
+5,076
563
$1.89M 0.02%
234,550
-8,100
564
$1.89M 0.02%
22,235
+74
565
$1.89M 0.02%
41,071
+2,809
566
$1.88M 0.02%
26,837
-2,317
567
$1.88M 0.02%
46,937
-28,867
568
$1.87M 0.02%
25,604
+60
569
$1.86M 0.02%
37,946
+240
570
$1.86M 0.02%
10,316
+854
571
$1.84M 0.02%
37,561
+20,085
572
$1.84M 0.02%
18,738
-4,890
573
$1.83M 0.02%
36,518
-58,420
574
$1.82M 0.02%
43,299
-19,384
575
$1.81M 0.02%
14,057
+1,277
21 22
23
24 25