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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.46M 0.01%
12,713
-1,043
627
$1.46M 0.01%
27,047
+8,073
628
$1.46M 0.01%
81,146
+474
629
$1.46M 0.01%
57,292
-12,210
630
$1.45M 0.01%
161,475
-3,695
631
$1.45M 0.01%
14,815
-3,908
632
$1.44M 0.01%
120,266
-18,165
633
$1.44M 0.01%
10,583
-742
634
$1.44M 0.01%
143,883
-19,531
635
$1.44M 0.01%
89,722
+22,441
636
$1.42M 0.01%
25,400
+2,389
637
$1.42M 0.01%
38,316
+6,067
638
$1.41M 0.01%
53,706
-84
639
$1.41M 0.01%
58,918
+22,041
640
$1.41M 0.01%
100,603
-2,375
641
$1.37M 0.01%
15,615
-3,893
642
$1.37M 0.01%
12,089
-19,186
643
$1.36M 0.01%
170,658
+41,921
644
$1.36M 0.01%
5,493
+339
645
$1.35M 0.01%
25,806
-1,788
646
$1.35M 0.01%
26,063
+22,213
647
$1.35M 0.01%
64,392
-1,658
648
$1.34M 0.01%
+37,858
649
$1.34M 0.01%
30,539
-7,389
650
$1.33M 0.01%
24,590
-4,660
24 25
26
27 28