UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$25M
3
+$24.9M
4
IYR icon
iShares US Real Estate ETF
IYR
+$24.7M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$24.7M

Top Sells

1
+$36.2M
2
+$33.8M
3
+$31.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$20.9M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$20.8M

Sector Composition

1 Energy 6.89%
2 Technology 6.82%
3 Financials 6.25%
4 Healthcare 6.11%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.12M 0.02%
+8,847
577
$1.12M 0.02%
129,955
+1,299
578
$1.12M 0.02%
44,550
579
$1.11M 0.02%
+149,374
580
$1.11M 0.02%
+156,096
581
$1.11M 0.02%
+81,456
582
$1.1M 0.02%
53,160
+3,484
583
$1.09M 0.02%
25,804
+400
584
$1.08M 0.02%
40,040
585
$1.08M 0.02%
+21,928
586
$1.07M 0.02%
28,722
+395
587
$1.07M 0.02%
35,161
-592
588
$1.06M 0.02%
11,690
-5,045
589
$1.06M 0.02%
+28,006
590
$1.06M 0.02%
119,373
+26,465
591
$1.05M 0.02%
39,292
-5,284
592
$1.04M 0.02%
+119,316
593
$1.04M 0.02%
+13,754
594
$1.04M 0.02%
+10,277
595
$1.04M 0.02%
+59,070
596
$1.02M 0.02%
+8,282
597
$1.01M 0.02%
39,889
598
$1.01M 0.02%
11,659
+370
599
$1M 0.02%
22,892
+8,390
600
$997K 0.02%
+17,845
22 23
24
25 26