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
$11.8B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,381
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$23.2M
3
+$23.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$19.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M

Top Sells

1
+$39.7M
2
+$36.2M
3
+$18.2M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$16M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$13.9M

Sector Composition

1 Technology 6.95%
2 Healthcare 5.94%
3 Financials 5.65%
4 Industrials 5.49%
5 Energy 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.52M 0.01%
124,140
-2,780
652
$1.51M 0.01%
41,334
+7,830
653
$1.5M 0.01%
13,835
-448
654
$1.5M 0.01%
143,694
+19,223
655
$1.49M 0.01%
22,545
-10,360
656
$1.48M 0.01%
99,262
+7,086
657
$1.48M 0.01%
17,222
-186,262
658
$1.47M 0.01%
39,360
+7,355
659
$1.46M 0.01%
+45,783
660
$1.46M 0.01%
49,805
-5,456
661
$1.45M 0.01%
19,324
-819
662
$1.45M 0.01%
+26,812
663
$1.45M 0.01%
24,141
-5,533
664
$1.44M 0.01%
+62,587
665
$1.44M 0.01%
16,321
-97
666
$1.43M 0.01%
13,568
+885
667
$1.43M 0.01%
47,436
+810
668
$1.43M 0.01%
41,442
-5,475
669
$1.43M 0.01%
119,790
+9,398
670
$1.42M 0.01%
18,416
-170
671
$1.42M 0.01%
97,154
+7,217
672
$1.42M 0.01%
27,841
+1,748
673
$1.42M 0.01%
27,560
+279
674
$1.42M 0.01%
32,422
+16,245
675
$1.42M 0.01%
+143,418
25 26
27
28 29