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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.16M 0.02%
47,348
-2,259
577
$2.16M 0.02%
9,312
+1,440
578
$2.15M 0.02%
50,821
-742
579
$2.13M 0.02%
59,166
-1,804
580
$2.13M 0.02%
26,680
+17,916
581
$2.11M 0.02%
88,042
+17,069
582
$2.08M 0.02%
28,962
+2,270
583
$2.08M 0.02%
24,602
-1,163
584
$2.05M 0.02%
96,683
-7,556
585
$2.04M 0.02%
32,934
+710
586
$2.03M 0.02%
28,338
-2,682
587
$2.03M 0.02%
97,751
+13,791
588
$2.02M 0.02%
148,000
589
$2.02M 0.02%
35,199
+1,294
590
$2.02M 0.02%
31,904
+1,208
591
$2.02M 0.02%
75,850
+24,230
592
$2M 0.01%
36,146
-876
593
$2M 0.01%
11,739
+2,495
594
$1.97M 0.01%
7
595
$1.97M 0.01%
18,949
-377
596
$1.96M 0.01%
31,844
-656
597
$1.96M 0.01%
43,026
-600
598
$1.96M 0.01%
121,648
+26,160
599
$1.95M 0.01%
94,571
-3,473
600
$1.94M 0.01%
17,490
-2,836
22 23
24
25 26