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
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$24.8M
3
+$24.3M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$24.3M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$23.9M

Top Sells

1
+$35.9M
2
+$32.3M
3
+$31.8M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$20.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.2M

Sector Composition

1 Energy 6.89%
2 Technology 6.83%
3 Financials 6.27%
4 Healthcare 6.11%
5 Industrials 4.69%
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%
64,141
-590
581
$1.11M 0.02%
+156,096
582
$1.11M 0.02%
+81,456
583
$1.1M 0.02%
53,160
+3,484
584
$1.09M 0.02%
25,804
+400
585
$1.08M 0.02%
40,040
586
$1.08M 0.02%
+21,928
587
$1.07M 0.02%
28,722
+395
588
$1.07M 0.02%
35,161
-592
589
$1.06M 0.02%
11,690
-5,045
590
$1.06M 0.02%
+28,006
591
$1.06M 0.02%
119,373
+26,465
592
$1.05M 0.02%
39,292
-5,284
593
$1.04M 0.02%
+119,316
594
$1.04M 0.02%
+13,754
595
$1.04M 0.02%
+10,277
596
$1.04M 0.02%
+59,070
597
$1.02M 0.02%
+8,282
598
$1.01M 0.02%
39,889
599
$1.01M 0.02%
11,659
+370
600
$1M 0.02%
22,892
+8,390
22 23
24
25 26