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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.1%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$416K 0.01%
+2,448
677
$415K 0.01%
31,000
+7
678
$414K 0.01%
+6,313
679
$413K 0.01%
+13,246
680
$408K 0.01%
+5,882
681
$408K 0.01%
+15,509
682
$408K 0.01%
+55,197
683
$406K 0.01%
+11,314
684
$404K 0.01%
+1,310
685
$404K 0.01%
+9,437
686
$403K 0.01%
13,519
+537
687
$403K 0.01%
13,447
-1,642
688
$402K 0.01%
20,150
-8,200
689
$402K 0.01%
+5,778
690
$400K 0.01%
+8,708
691
$399K 0.01%
6,688
692
$397K 0.01%
+5,474
693
$397K 0.01%
15,186
+388
694
$397K 0.01%
11,787
+117
695
$396K 0.01%
+4,352
696
$395K 0.01%
+9,660
697
$393K 0.01%
+11,680
698
$391K 0.01%
+5,725
699
$389K 0.01%
19,571
+3,291
700
$389K 0.01%
+12,000
26 27
28
29 30