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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.56M 0.01%
7,133
-689
652
$1.56M 0.01%
52,380
-9,786
653
$1.54M 0.01%
+22,770
654
$1.54M 0.01%
18,731
-34
655
$1.54M 0.01%
160,981
-5,000
656
$1.54M 0.01%
29,932
-8,168
657
$1.51M 0.01%
25,934
-812
658
$1.49M 0.01%
38,570
-289
659
$1.49M 0.01%
38,117
-885
660
$1.48M 0.01%
26,017
+6,470
661
$1.48M 0.01%
29,091
+1,430
662
$1.47M 0.01%
30,985
+2,228
663
$1.47M 0.01%
15,909
-2,611
664
$1.47M 0.01%
29,089
-7,554
665
$1.47M 0.01%
46,789
-1,125
666
$1.46M 0.01%
18,050
-1,008
667
$1.46M 0.01%
59,797
+2,378
668
$1.46M 0.01%
74,562
+11,150
669
$1.45M 0.01%
20,607
+21
670
$1.41M 0.01%
9,552
+2,376
671
$1.41M 0.01%
97,403
-494
672
$1.41M 0.01%
20,650
-674
673
$1.4M 0.01%
18,428
+1,012
674
$1.4M 0.01%
10,449
+1,290
675
$1.4M 0.01%
26,586
-909
25 26
27
28 29