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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.42M 0.02%
116,550
-7,382
552
$2.42M 0.02%
106,524
-296
553
$2.4M 0.02%
90,336
+71,311
554
$2.4M 0.02%
87,227
+870
555
$2.39M 0.02%
17,946
+55
556
$2.39M 0.02%
78,796
-24,736
557
$2.38M 0.02%
32,200
+1,149
558
$2.37M 0.02%
87,442
+5,259
559
$2.36M 0.02%
1,163
+132
560
$2.32M 0.02%
48,706
+3,920
561
$2.31M 0.02%
17,554
-6,526
562
$2.31M 0.02%
35,627
-485
563
$2.31M 0.02%
+78,962
564
$2.3M 0.02%
36,700
-17,351
565
$2.29M 0.02%
12,650
+7,555
566
$2.29M 0.02%
160,191
-32,314
567
$2.29M 0.02%
29,061
-4,661
568
$2.26M 0.02%
+105,476
569
$2.26M 0.02%
33,442
+2,126
570
$2.25M 0.02%
30,340
-2,595
571
$2.25M 0.02%
51,475
+7,250
572
$2.23M 0.02%
105,659
-3,531
573
$2.21M 0.02%
30,100
+258
574
$2.2M 0.02%
33,129
-388
575
$2.19M 0.02%
+307,365
21 22
23
24 25