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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.1%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$449K 0.01%
+9,518
652
$446K 0.01%
10,603
+1,162
653
$445K 0.01%
+992,880
654
$443K 0.01%
+16,114
655
$442K 0.01%
+18,249
656
$441K 0.01%
10,133
-217
657
$439K 0.01%
+3,712
658
$438K 0.01%
20,210
659
$437K 0.01%
10,189
-5,454
660
$436K 0.01%
+4,790
661
$436K 0.01%
6,062
+3,063
662
$435K 0.01%
9,550
+1,285
663
$435K 0.01%
5,237
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664
$428K 0.01%
4,301
+21
665
$428K 0.01%
30,125
+2,750
666
$425K 0.01%
+43,974
667
$425K 0.01%
4,646
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668
$425K 0.01%
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669
$422K 0.01%
138,460
670
$421K 0.01%
49,520
-29,265
671
$420K 0.01%
5,624
-119
672
$419K 0.01%
+16,338
673
$417K 0.01%
6,706
+227
674
$417K 0.01%
12,619
+6,592
675
$417K 0.01%
462,980
-9,000
25 26
27
28 29