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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.65M 0.02%
22,019
-1,787
602
$1.64M 0.02%
36,382
-22,218
603
$1.63M 0.02%
62,626
+45,840
604
$1.63M 0.02%
52,526
+26
605
$1.62M 0.02%
29,940
-780
606
$1.61M 0.02%
30,942
+10,720
607
$1.61M 0.02%
15,927
+1,411
608
$1.6M 0.02%
28,636
+251
609
$1.6M 0.02%
48,042
+33,342
610
$1.6M 0.02%
24,193
-285
611
$1.59M 0.02%
24,091
-491
612
$1.59M 0.02%
53,758
+22,712
613
$1.57M 0.02%
29,133
+7,461
614
$1.56M 0.02%
97,722
+22,042
615
$1.56M 0.02%
18,594
-1,679
616
$1.55M 0.02%
85,904
+72,708
617
$1.54M 0.02%
33,545
+1,046
618
$1.54M 0.02%
1,310,080
-174,840
619
$1.53M 0.02%
22,249
+2,112
620
$1.52M 0.02%
52,603
+4,984
621
$1.5M 0.02%
21,481
+494
622
$1.5M 0.02%
53,474
+5,996
623
$1.49M 0.02%
+46,672
624
$1.48M 0.02%
59,257
+37,837
625
$1.47M 0.01%
174,570
+9,190
23 24
25
26 27