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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.1%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$518K 0.01%
5,327
+1,909
627
$514K 0.01%
4,805
-1,228
628
$512K 0.01%
68,682
-1,620
629
$509K 0.01%
3,578
+608
630
$502K 0.01%
+7,197
631
$500K 0.01%
36,000
632
$498K 0.01%
6,833
+1,318
633
$497K 0.01%
+6,246
634
$495K 0.01%
+29,440
635
$495K 0.01%
+97,894
636
$493K 0.01%
+16,246
637
$484K 0.01%
+3,250
638
$483K 0.01%
8,422
+2,840
639
$483K 0.01%
308
+115
640
$478K 0.01%
20,413
-14,466
641
$477K 0.01%
+4,671
642
$476K 0.01%
7,797
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643
$476K 0.01%
8,052
644
$475K 0.01%
11,432
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645
$460K 0.01%
+13,471
646
$458K 0.01%
+8,224
647
$454K 0.01%
8,026
-391
648
$452K 0.01%
+9,634
649
$450K 0.01%
+8,303
650
$449K 0.01%
+60,618
24 25
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