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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.55M 0.01%
48,446
-1,916
627
$1.55M 0.01%
+54,382
628
$1.53M 0.01%
23,009
-1,100
629
$1.53M 0.01%
18,673
-1,148
630
$1.52M 0.01%
19,153
-426
631
$1.52M 0.01%
55,290
+4,652
632
$1.51M 0.01%
13,930
+1,794
633
$1.51M 0.01%
18,125
-5,829
634
$1.51M 0.01%
22,020
+3,463
635
$1.51M 0.01%
35,026
-7,475
636
$1.51M 0.01%
112,319
-4,897
637
$1.5M 0.01%
40,231
+2,497
638
$1.5M 0.01%
20,448
-1,207
639
$1.48M 0.01%
9,113
+797
640
$1.48M 0.01%
23,440
-8,723
641
$1.47M 0.01%
25,548
+1,256
642
$1.47M 0.01%
16,356
+1,473
643
$1.46M 0.01%
18,111
+1,958
644
$1.46M 0.01%
98,660
-4,900
645
$1.45M 0.01%
78,030
-2,580
646
$1.45M 0.01%
24,452
+952
647
$1.44M 0.01%
102,563
-4,090
648
$1.43M 0.01%
27,001
-1,876
649
$1.43M 0.01%
28,560
-450
650
$1.41M 0.01%
6,106
-20,765
24 25
26
27 28