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
601
$1.2M 0.01%
36,901
+2,503
602
$1.18M 0.01%
9,103
+891
603
$1.18M 0.01%
33,447
-320
604
$1.18M 0.01%
14,235
-375
605
$1.18M 0.01%
22,373
-387,491
606
$1.17M 0.01%
15,167
-723
607
$1.17M 0.01%
8,038
+676
608
$1.17M 0.01%
16,222
+878
609
$1.17M 0.01%
4,901
-192
610
$1.17M 0.01%
30,012
-1,972
611
$1.17M 0.01%
12,419
-985
612
$1.16M 0.01%
58,581
-1,526
613
$1.16M 0.01%
20,560
+13,852
614
$1.14M 0.01%
36,483
+580
615
$1.14M 0.01%
33,960
-5,011
616
$1.13M 0.01%
9,491
-154
617
$1.12M 0.01%
27,043
+518
618
$1.12M 0.01%
46,047
+186
619
$1.1M 0.01%
25,006
+8,288
620
$1.1M 0.01%
20,873
-725
621
$1.09M 0.01%
30,393
-256
622
$1.09M 0.01%
4,182
-149
623
$1.09M 0.01%
5,644
+25
624
$1.09M 0.01%
97,866
+6,342
625
$1.09M 0.01%
63,092
-125,746
23 24
25
26 27