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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.73M 0.01%
+65,016
627
$1.73M 0.01%
+57,543
628
$1.73M 0.01%
40,759
-1,316
629
$1.72M 0.01%
15,594
-554
630
$1.7M 0.01%
39,210
+2,648
631
$1.69M 0.01%
60,922
-79,410
632
$1.69M 0.01%
24,921
-207
633
$1.68M 0.01%
42,090
+1,663
634
$1.68M 0.01%
+44,391
635
$1.68M 0.01%
19,126
-5,714
636
$1.67M 0.01%
79,743
-1,094
637
$1.67M 0.01%
12,141
+1,941
638
$1.66M 0.01%
32,642
-1,441
639
$1.65M 0.01%
13,584
+2,641
640
$1.62M 0.01%
9,594
-613
641
$1.61M 0.01%
27,986
-991
642
$1.6M 0.01%
25,668
+600
643
$1.59M 0.01%
38,135
-4,700
644
$1.59M 0.01%
32,158
-423
645
$1.58M 0.01%
18,577
+125
646
$1.57M 0.01%
150,484
-275
647
$1.57M 0.01%
54,732
+31,888
648
$1.57M 0.01%
12,416
+121
649
$1.57M 0.01%
+7,470
650
$1.56M 0.01%
26,776
+1,718
24 25
26
27 28