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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.33M 0.01%
165,986
+42,652
652
$1.32M 0.01%
20,691
-22
653
$1.32M 0.01%
+33,772
654
$1.31M 0.01%
125,539
+13,746
655
$1.31M 0.01%
25,620
-35,815
656
$1.31M 0.01%
+50,323
657
$1.3M 0.01%
56,726
+14,656
658
$1.28M 0.01%
25,694
+4,745
659
$1.28M 0.01%
+64,197
660
$1.28M 0.01%
29,109
-1,019
661
$1.28M 0.01%
+75,236
662
$1.27M 0.01%
159,131
+40,900
663
$1.27M 0.01%
17,196
-527
664
$1.27M 0.01%
45,286
-15,799
665
$1.26M 0.01%
13,017
+1,365
666
$1.26M 0.01%
+97,530
667
$1.26M 0.01%
41,893
+4,723
668
$1.26M 0.01%
29,897
+2,367
669
$1.25M 0.01%
+69,223
670
$1.24M 0.01%
15,286
+2,509
671
$1.24M 0.01%
42,697
+34,113
672
$1.24M 0.01%
26,346
-58,184
673
$1.23M 0.01%
210,070
-807,597
674
$1.23M 0.01%
11,180
-2,687
675
$1.23M 0.01%
+18,570
25 26
27
28 29