UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$85.9M
3
+$80.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$70.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.2M

Top Sells

1
+$57.7M
2
+$10.1M
3
+$8.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.43M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Healthcare 6.24%
4 Financials 6.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$583K 0.01%
8,766
602
$583K 0.01%
21,000
603
$582K 0.01%
+9,994
604
$581K 0.01%
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605
$580K 0.01%
7,530
+4,155
606
$578K 0.01%
17,050
+33
607
$578K 0.01%
+10,797
608
$577K 0.01%
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609
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8,537
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610
$561K 0.01%
9,083
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611
$560K 0.01%
+1,043
612
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9,486
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613
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10,445
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614
$550K 0.01%
14,612
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615
$543K 0.01%
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616
$537K 0.01%
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617
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2,700
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620
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621
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16,512
+5,400
622
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623
$521K 0.01%
6,539
+2,043
624
$519K 0.01%
2,834
-2,728
625
$518K 0.01%
5,327
+1,909
23 24
25
26 27