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
$13.7B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,275
New
Increased
Reduced
Closed

Top Buys

1
+$66.5M
2
+$38.9M
3
+$34M
4
ADP icon
Automatic Data Processing
ADP
+$24.2M
5
POOL icon
Pool Corp
POOL
+$22.6M

Top Sells

1
+$131M
2
+$125M
3
+$45.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$28.3M
5
AMGN icon
Amgen
AMGN
+$28M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.73%
3 Financials 5.39%
4 Consumer Discretionary 4.92%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.46M 0.01%
13,751
-6,202
577
$1.45M 0.01%
47,951
-4,544
578
$1.45M 0.01%
29,108
+9,388
579
$1.43M 0.01%
18,714
-14,488
580
$1.41M 0.01%
35,184
-63
581
$1.4M 0.01%
69,427
-6,524
582
$1.38M 0.01%
29,600
583
$1.38M 0.01%
20,612
+2
584
$1.37M 0.01%
31,189
+330
585
$1.36M 0.01%
92,337
586
$1.35M 0.01%
15,674
+188
587
$1.35M 0.01%
21,681
+3,006
588
$1.35M 0.01%
20,498
-65,430
589
$1.34M 0.01%
106,160
+48,919
590
$1.33M 0.01%
6,651
-259
591
$1.32M 0.01%
31,987
+10,782
592
$1.31M 0.01%
55,791
-6,507
593
$1.3M 0.01%
113,710
-16,443
594
$1.3M 0.01%
48,795
+2,089
595
$1.29M 0.01%
24,681
-392
596
$1.29M 0.01%
31,720
-870
597
$1.28M 0.01%
6,769
+1,169
598
$1.27M 0.01%
56,741
-9,634
599
$1.26M 0.01%
2,029
+829
600
$1.25M 0.01%
10,584
+4,550
22 23
24
25 26