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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.33M 0.01%
12,655
+645
577
$1.32M 0.01%
26,465
+2,286
578
$1.32M 0.01%
46,026
-181
579
$1.32M 0.01%
4,685
+3,439
580
$1.31M 0.01%
31,230
+630
581
$1.31M 0.01%
29,652
+1,034
582
$1.31M 0.01%
11,437
-5
583
$1.31M 0.01%
15,888
-1,128
584
$1.31M 0.01%
23,705
-649
585
$1.29M 0.01%
2,747
-325
586
$1.27M 0.01%
58,425
587
$1.26M 0.01%
3,868
+145
588
$1.26M 0.01%
51,156
-3,858
589
$1.24M 0.01%
69,132
-4,966
590
$1.24M 0.01%
15,551
+10,953
591
$1.23M 0.01%
+90,993
592
$1.23M 0.01%
16,527
+144
593
$1.23M 0.01%
30,024
-297
594
$1.23M 0.01%
12,974
-220
595
$1.22M 0.01%
19,477
+1,014
596
$1.22M 0.01%
9,634
-7,932
597
$1.22M 0.01%
9,078
-146
598
$1.22M 0.01%
11,407
+68
599
$1.21M 0.01%
24,099
+2,471
600
$1.2M 0.01%
8,811
+418
22 23
24
25 26