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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.22M 0.01%
35,044
-16,813
652
$1.21M 0.01%
6,585
+532
653
$1.2M 0.01%
27,530
-4,638
654
$1.2M 0.01%
30,128
-654
655
$1.2M 0.01%
20,292
-8
656
$1.19M 0.01%
42,423
-4,190
657
$1.18M 0.01%
119,253
+10,476
658
$1.18M 0.01%
11,160
-1,736
659
$1.18M 0.01%
31,136
-563
660
$1.18M 0.01%
22,328
+372
661
$1.17M 0.01%
17,934
+1,193
662
$1.15M 0.01%
111,793
-30,657
663
$1.15M 0.01%
37,170
-5,138
664
$1.15M 0.01%
20,987
-71
665
$1.15M 0.01%
32,571
+3,903
666
$1.15M 0.01%
11,006
+165
667
$1.14M 0.01%
41,004
-16,520
668
$1.13M 0.01%
38,143
-3,973
669
$1.13M 0.01%
15,662
-573
670
$1.13M 0.01%
48,962
+4,157
671
$1.13M 0.01%
75,680
+12,636
672
$1.12M 0.01%
5,154
+20
673
$1.12M 0.01%
30,528
-3,436
674
$1.12M 0.01%
54,021
-1,186
675
$1.12M 0.01%
47,601
-17,032
25 26
27
28 29