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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.34M 0.01%
29,176
-19,716
627
$1.34M 0.01%
28,372
-3,349
628
$1.33M 0.01%
1,484,920
+239,080
629
$1.32M 0.01%
6,933
+2,790
630
$1.32M 0.01%
24,095
-9,725
631
$1.31M 0.01%
+46,275
632
$1.3M 0.01%
+47,478
633
$1.3M 0.01%
165,170
-836
634
$1.29M 0.01%
51,577
-1,248
635
$1.29M 0.01%
36,462
-28,394
636
$1.29M 0.01%
17,723
+380
637
$1.28M 0.01%
47,619
638
$1.27M 0.01%
32,498
+8,490
639
$1.27M 0.01%
23,011
+4,100
640
$1.25M 0.01%
31,036
+1,424
641
$1.25M 0.01%
66,050
+2,391
642
$1.25M 0.01%
32,249
-4,497
643
$1.24M 0.01%
100,954
+6,144
644
$1.24M 0.01%
8,780
-7,428
645
$1.24M 0.01%
41,726
+31,699
646
$1.24M 0.01%
26,269
-4,304
647
$1.23M 0.01%
87,190
+12,085
648
$1.23M 0.01%
8,860
-2,729
649
$1.23M 0.01%
13,867
+1,193
650
$1.22M 0.01%
21,230
-4,084
24 25
26
27 28