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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.5M 0.01%
8,846
-730
552
$1.49M 0.01%
34,632
-3,325
553
$1.48M 0.01%
44,542
-3,379
554
$1.45M 0.01%
23,853
555
$1.44M 0.01%
27,499
-1,066
556
$1.44M 0.01%
21,625
+889
557
$1.43M 0.01%
26,495
-8,611
558
$1.41M 0.01%
8,070
-257
559
$1.41M 0.01%
25,765
-3,156
560
$1.41M 0.01%
40,113
+2,298
561
$1.41M 0.01%
39,479
-352
562
$1.4M 0.01%
33,205
-2,260
563
$1.39M 0.01%
29,624
+8,533
564
$1.38M 0.01%
29,015
+1,505
565
$1.37M 0.01%
10,432
566
$1.36M 0.01%
9,807
-522
567
$1.36M 0.01%
8,556
+155
568
$1.36M 0.01%
42,927
+290
569
$1.35M 0.01%
4,376
-148
570
$1.34M 0.01%
123,290
-39,664
571
$1.34M 0.01%
26,146
+131
572
$1.34M 0.01%
39,936
+25,946
573
$1.34M 0.01%
34,203
+9
574
$1.33M 0.01%
17,538
+625
575
$1.33M 0.01%
6,762
+795
21 22
23
24 25