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
601
$1.94M 0.01%
80,748
-4,935
602
$1.94M 0.01%
107,078
+3,001
603
$1.92M 0.01%
166,049
+1,145
604
$1.89M 0.01%
104,161
-536
605
$1.89M 0.01%
56,484
+15,452
606
$1.88M 0.01%
26,358
+17
607
$1.88M 0.01%
98,715
-2,314
608
$1.88M 0.01%
52,648
-625
609
$1.88M 0.01%
16,131
+513
610
$1.87M 0.01%
118,200
-60,790
611
$1.84M 0.01%
68,400
-14,157
612
$1.83M 0.01%
16,929
-423
613
$1.82M 0.01%
54,444
-7,773
614
$1.82M 0.01%
41,372
-25,383
615
$1.82M 0.01%
25,249
-355
616
$1.81M 0.01%
61,005
-17,130
617
$1.81M 0.01%
33,401
-420
618
$1.79M 0.01%
43,745
-3,326
619
$1.77M 0.01%
45,193
-1,209
620
$1.75M 0.01%
56,751
+21,845
621
$1.75M 0.01%
72,403
-3,234
622
$1.75M 0.01%
22,434
-991
623
$1.75M 0.01%
26,143
-820
624
$1.74M 0.01%
74,867
-36,687
625
$1.74M 0.01%
18,577
+1,878
23 24
25
26 27