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
$18.1B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$144M
3
+$142M
4
ACN icon
Accenture
ACN
+$50.7M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$35.3M

Top Sells

1
+$47.2M
2
+$33.6M
3
+$27.2M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$16.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$12.5M

Sector Composition

1 Technology 10.22%
2 Healthcare 5.83%
3 Financials 5.34%
4 Industrials 5%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.16M 0.01%
21,559
+1,041
627
$1.16M 0.01%
40,193
-2,587
628
$1.16M 0.01%
17,079
-5,106
629
$1.16M 0.01%
64,533
-8,754
630
$1.15M 0.01%
49,538
+27,754
631
$1.15M 0.01%
7,844
+506
632
$1.15M 0.01%
1,868
+7
633
$1.15M 0.01%
18,937
-2,180
634
$1.14M 0.01%
17,948
-626
635
$1.12M 0.01%
10,228
-4,502
636
$1.12M 0.01%
28,827
-186
637
$1.11M 0.01%
7,721
+1,000
638
$1.1M 0.01%
18,034
-67,816
639
$1.1M 0.01%
15,219
-1,848
640
$1.09M 0.01%
2,314
-58
641
$1.08M 0.01%
17,711
-4,651
642
$1.08M 0.01%
10,060
-438,298
643
$1.08M 0.01%
21,183
+1,957
644
$1.08M 0.01%
33,698
-21,582
645
$1.07M 0.01%
14,070
+3
646
$1.07M 0.01%
729
-118
647
$1.07M 0.01%
87,382
-4,200
648
$1.07M 0.01%
5,477
-1,196
649
$1.07M 0.01%
3,804
+591
650
$1.06M 0.01%
54,035
-6,668
24 25
26
27 28