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
$3.76B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$65.1M
3
+$61.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.5M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$55.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.95%
2 Technology 6.9%
3 Healthcare 6.62%
4 Financials 6.31%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$206K 0.01%
+5,040
627
$199K 0.01%
+14,000
628
$199K 0.01%
+35,858
629
$192K 0.01%
+13,034
630
$192K 0.01%
+23,395
631
$191K 0.01%
+12,590
632
$185K ﹤0.01%
+11,236
633
$180K ﹤0.01%
+137,152
634
$174K ﹤0.01%
+11,000
635
$171K ﹤0.01%
+15,539
636
$170K ﹤0.01%
+12,959
637
$169K ﹤0.01%
+5,200
638
$169K ﹤0.01%
+13,912
639
$166K ﹤0.01%
+2,150
640
$156K ﹤0.01%
+19,944
641
$150K ﹤0.01%
+2,731
642
$148K ﹤0.01%
+11,409
643
$133K ﹤0.01%
+10,299
644
$133K ﹤0.01%
+10,322
645
$132K ﹤0.01%
+33,088
646
$130K ﹤0.01%
+17,385
647
$128K ﹤0.01%
+13,895
648
$122K ﹤0.01%
+10,931
649
$122K ﹤0.01%
+3,645
650
$120K ﹤0.01%
+11,167
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