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
$8.33B
AUM Growth
-$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$233M
3
+$162M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$106M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$79.5M

Top Sells

1
+$119M
2
+$80.7M
3
+$57.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$45.9M
5
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$45.1M

Sector Composition

1 Technology 6.51%
2 Healthcare 6.06%
3 Financials 5.84%
4 Industrials 4.97%
5 Energy 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.29M 0.02%
+42,289
627
$1.29M 0.02%
36,312
-1,462
628
$1.28M 0.02%
47,619
629
$1.27M 0.02%
50,302
-7,298
630
$1.26M 0.02%
36,569
+1,538
631
$1.25M 0.02%
+14,010
632
$1.25M 0.02%
24,913
-2,060
633
$1.24M 0.01%
40,951
+23
634
$1.24M 0.01%
18,002
+520
635
$1.24M 0.01%
62,334
-2,653
636
$1.23M 0.01%
23,667
-1,780
637
$1.23M 0.01%
15,067
-820
638
$1.22M 0.01%
14,274
+1,635
639
$1.22M 0.01%
+39,147
640
$1.21M 0.01%
21,308
-5,602
641
$1.21M 0.01%
63,990
+10,965
642
$1.2M 0.01%
21,305
-320
643
$1.2M 0.01%
30,358
-3,263
644
$1.19M 0.01%
+14,017
645
$1.19M 0.01%
22,076
+6,551
646
$1.19M 0.01%
28,543
+5,305
647
$1.18M 0.01%
47,659
+22,521
648
$1.17M 0.01%
52,500
649
$1.17M 0.01%
8,362
+281
650
$1.17M 0.01%
29,084
+18,046
24 25
26
27 28