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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.13M 0.02%
265,835
+29,815
552
$2.13M 0.02%
36,091
+180
553
$2.13M 0.02%
24,634
-2,988
554
$2.13M 0.02%
84,085
-3,160
555
$2.12M 0.02%
56,605
-26,000
556
$2.1M 0.02%
35,164
+3,229
557
$2.1M 0.02%
41,688
-8,371
558
$2.1M 0.02%
+37,969
559
$2.07M 0.02%
161,000
+7,330
560
$2.05M 0.02%
109,243
+7,255
561
$2.04M 0.02%
93,259
+10,463
562
$2.04M 0.02%
148,052
+3,625
563
$2.04M 0.02%
52,526
564
$2.03M 0.02%
17,066
+9,097
565
$2.03M 0.02%
111,256
-3,742
566
$2.03M 0.02%
32,497
-1,757
567
$2.02M 0.02%
43,308
+4,888
568
$2.02M 0.02%
58,730
-5,923
569
$2.01M 0.02%
8,407
+1,722
570
$2.01M 0.02%
172,527
-15,003
571
$2M 0.02%
56,239
+3,187
572
$2M 0.02%
44,174
-72,461
573
$2M 0.02%
45,894
+26,933
574
$2M 0.02%
134,961
+20,198
575
$1.99M 0.02%
20,341
+1,270
21 22
23
24 25