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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.09M 0.01%
13,472
+50
627
$1.09M 0.01%
4,609
+16
628
$1.08M 0.01%
10,861
+171
629
$1.06M 0.01%
10,019
-1,194
630
$1.06M 0.01%
49,780
+27,213
631
$1.05M 0.01%
80,176
-40,268
632
$1.05M 0.01%
10,753
+264
633
$1.02M 0.01%
16,222
+1,793
634
$1.02M 0.01%
85,903
-6,751
635
$1.02M 0.01%
18,094
+11,836
636
$1.01M 0.01%
4,843
-143
637
$995K 0.01%
10,820
+38
638
$992K 0.01%
5,900
+3,953
639
$986K 0.01%
7,415
-844
640
$978K 0.01%
8,413
-2,908
641
$976K 0.01%
803
-6
642
$960K 0.01%
3,193
-196
643
$937K 0.01%
36,332
+150
644
$935K 0.01%
24,865
+26
645
$931K 0.01%
48,500
646
$929K 0.01%
102,666
+1,616
647
$922K 0.01%
26,011
-673
648
$916K 0.01%
13,002
-336
649
$909K 0.01%
28,847
+1,541
650
$900K ﹤0.01%
19,866
+2,113
24 25
26
27 28