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
$8.69B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,376
New
Increased
Reduced
Closed

Top Buys

1
+$90.2M
2
+$81.1M
3
+$68.3M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$58.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$33.2M

Top Sells

1
+$259M
2
+$104M
3
+$92.7M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$68.6M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$14.6M

Sector Composition

1 Healthcare 6.31%
2 Technology 6.17%
3 Financials 5.4%
4 Industrials 4.98%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.67M 0.02%
59,204
+1,850
577
$1.66M 0.02%
37,746
+2,416
578
$1.65M 0.02%
52,500
579
$1.65M 0.02%
28,562
+1,449
580
$1.64M 0.02%
12,870
+3,420
581
$1.64M 0.02%
51,857
-195,595
582
$1.64M 0.02%
109,249
+3,659
583
$1.63M 0.02%
8,727
+1,116
584
$1.62M 0.02%
56,350
-2,600
585
$1.62M 0.02%
11,589
+3,227
586
$1.6M 0.02%
109,133
-9,625
587
$1.59M 0.02%
166,006
+6,426
588
$1.57M 0.02%
34,523
-10,327
589
$1.56M 0.02%
23,204
-3,637
590
$1.56M 0.02%
27,634
-4,867
591
$1.55M 0.02%
74,885
+10,895
592
$1.55M 0.02%
46,990
+6,850
593
$1.53M 0.02%
18,211
-2,881
594
$1.53M 0.02%
27,474
+82
595
$1.52M 0.02%
27,167
+5,091
596
$1.51M 0.02%
182,897
-7,042
597
$1.51M 0.02%
131,880
+28,020
598
$1.51M 0.02%
+64,633
599
$1.5M 0.02%
9,381
+2,562
600
$1.5M 0.02%
14,041
+698
22 23
24
25 26