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
$3.76B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$65.1M
3
+$61.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.5M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$55.2M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.95%
2 Technology 6.9%
3 Healthcare 6.62%
4 Financials 6.31%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$117K ﹤0.01%
+10,227
652
$113K ﹤0.01%
+17,976
653
$102K ﹤0.01%
+4,162
654
$101K ﹤0.01%
+5,830
655
$96K ﹤0.01%
+21,982
656
$94K ﹤0.01%
+1,558
657
$84K ﹤0.01%
+20,000
658
$83K ﹤0.01%
+20,300
659
$79K ﹤0.01%
+2,126
660
$79K ﹤0.01%
+12,639
661
$76K ﹤0.01%
+78
662
$71K ﹤0.01%
+11,077
663
$63K ﹤0.01%
+700
664
$51K ﹤0.01%
+16,900
665
$42K ﹤0.01%
+14,159
666
$33K ﹤0.01%
+220
667
$20K ﹤0.01%
+14,613
668
$6K ﹤0.01%
+33,286
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