UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$85.9M
3
+$80.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$70.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.2M

Top Sells

1
+$57.7M
2
+$10.1M
3
+$8.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.43M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Healthcare 6.24%
4 Financials 6.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$446K 0.01%
10,603
+1,162
652
$445K 0.01%
+992,880
653
$443K 0.01%
+16,114
654
$442K 0.01%
+18,249
655
$441K 0.01%
10,133
-217
656
$439K 0.01%
+3,712
657
$438K 0.01%
20,210
658
$437K 0.01%
10,189
-5,454
659
$436K 0.01%
+4,790
660
$436K 0.01%
6,062
+3,063
661
$435K 0.01%
9,550
+1,285
662
$435K 0.01%
5,237
+775
663
$428K 0.01%
4,301
+21
664
$428K 0.01%
30,125
+2,750
665
$425K 0.01%
4,646
+646
666
$425K 0.01%
+43,974
667
$425K 0.01%
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668
$422K 0.01%
138,460
669
$421K 0.01%
49,520
-29,265
670
$420K 0.01%
5,624
-119
671
$419K 0.01%
+16,338
672
$417K 0.01%
6,706
+227
673
$417K 0.01%
12,619
+6,592
674
$417K 0.01%
462,980
-9,000
675
$416K 0.01%
+2,448
25 26
27
28 29