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
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.67M 0.01%
8,735
+593
552
$1.67M 0.01%
26,791
-3,403
553
$1.67M 0.01%
18,172
+2,363
554
$1.65M 0.01%
49,440
+3,073
555
$1.63M 0.01%
11,674
-5,757
556
$1.63M 0.01%
28,590
-2,915
557
$1.6M 0.01%
8,535
-3,114
558
$1.58M 0.01%
46,464
-2,396
559
$1.58M 0.01%
39,612
-3,213
560
$1.57M 0.01%
21,821
-945
561
$1.55M 0.01%
75,981
-6,181
562
$1.54M 0.01%
26,240
-3,980
563
$1.54M 0.01%
28,833
+12,578
564
$1.53M 0.01%
28,340
+6,659
565
$1.53M 0.01%
86,903
+5,556
566
$1.53M 0.01%
27,472
-1,671
567
$1.52M 0.01%
29,468
-16,387
568
$1.52M 0.01%
249,587
+44,892
569
$1.51M 0.01%
15,793
-22
570
$1.5M 0.01%
12,158
-1,982
571
$1.5M 0.01%
+33,300
572
$1.49M 0.01%
13,639
-870
573
$1.48M 0.01%
29,354
+1,011
574
$1.48M 0.01%
21,048
575
$1.48M 0.01%
47,316
21 22
23
24 25