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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.41M 0.01%
34,286
+2,995
652
$1.4M 0.01%
+6,003
653
$1.4M 0.01%
20,633
+98
654
$1.4M 0.01%
133,409
+74,352
655
$1.4M 0.01%
31,377
-1,406
656
$1.39M 0.01%
50,245
+8,025
657
$1.37M 0.01%
58,148
-4,427
658
$1.34M 0.01%
752
-236
659
$1.34M 0.01%
94,463
-5,087
660
$1.34M 0.01%
15,017
-2,116
661
$1.32M 0.01%
175,585
-14,834
662
$1.32M 0.01%
23,967
-2,043
663
$1.32M 0.01%
18,238
+1,368
664
$1.3M 0.01%
40,390
-5,270
665
$1.3M 0.01%
199,244
-14,858
666
$1.3M 0.01%
37,074
+2,269
667
$1.29M 0.01%
85,194
+8,991
668
$1.29M 0.01%
22,278
+2,670
669
$1.29M 0.01%
39,183
-858
670
$1.29M 0.01%
28,723
-291
671
$1.29M 0.01%
21,567
+857
672
$1.29M 0.01%
144,350
-1,350
673
$1.29M 0.01%
59,736
-5,568
674
$1.28M 0.01%
17,272
+284
675
$1.28M 0.01%
13,278
+354
25 26
27
28 29