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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.65M 0.02%
30,265
-29,302
577
$1.64M 0.02%
47,544
-17,095
578
$1.62M 0.02%
20,273
-2,931
579
$1.62M 0.02%
95,338
-20,238
580
$1.62M 0.02%
113,817
-92,298
581
$1.61M 0.02%
25,544
-2,090
582
$1.6M 0.02%
24,582
-2,622
583
$1.59M 0.02%
31,041
-3,482
584
$1.57M 0.02%
52,892
+10,920
585
$1.57M 0.02%
+74,269
586
$1.55M 0.02%
11,881
-1,559
587
$1.55M 0.02%
185,867
+2,970
588
$1.53M 0.02%
102,978
-6,155
589
$1.53M 0.02%
24,478
+75
590
$1.53M 0.02%
163,414
+560
591
$1.52M 0.02%
33,407
-5,724
592
$1.52M 0.02%
39,260
+18,801
593
$1.51M 0.02%
20,137
-2,071
594
$1.51M 0.02%
29,250
-10,946
595
$1.5M 0.02%
72,626
-76,018
596
$1.5M 0.02%
18,950
-33,218
597
$1.49M 0.02%
32,499
+21,733
598
$1.49M 0.02%
14,516
+644
599
$1.49M 0.02%
51,322
-32,436
600
$1.48M 0.02%
13,756
+9,952
22 23
24
25 26