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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.96M 0.02%
46,638
-1,108
577
$1.95M 0.02%
268,765
+18,870
578
$1.95M 0.02%
32,910
-8,990
579
$1.92M 0.02%
19,855
-1,290
580
$1.92M 0.02%
21,682
+43
581
$1.92M 0.02%
24,713
-3,299
582
$1.9M 0.02%
34,854
-825
583
$1.89M 0.02%
39,108
+100
584
$1.88M 0.02%
129,627
+852
585
$1.88M 0.02%
15,585
+1,133
586
$1.87M 0.02%
104,709
-34,902
587
$1.85M 0.02%
77,253
-11,102
588
$1.83M 0.02%
17,347
+1,423
589
$1.83M 0.02%
42,637
+12,040
590
$1.8M 0.02%
138,419
-8,921
591
$1.8M 0.02%
156,337
+11,502
592
$1.8M 0.02%
38,311
+1,746
593
$1.79M 0.02%
16,979
+380
594
$1.78M 0.02%
13,329
-1,718
595
$1.77M 0.02%
27,044
-189
596
$1.76M 0.02%
35,810
+4,003
597
$1.75M 0.02%
28,753
+78
598
$1.74M 0.02%
37,473
+1,020
599
$1.73M 0.02%
33,375
+441
600
$1.73M 0.02%
21,294
-14
22 23
24
25 26