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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.1M 0.01%
21,672
-1,461
677
$1.09M 0.01%
17,614
-2,020
678
$1.08M 0.01%
25,080
+3,100
679
$1.08M 0.01%
18,362
+5,204
680
$1.06M 0.01%
66,880
+10,335
681
$1.05M 0.01%
5,141
+60
682
$1.04M 0.01%
22,468
-1,216
683
$1.03M 0.01%
104,837
+10,328
684
$1.02M 0.01%
33,259
+2
685
$1.02M 0.01%
11,780
+300
686
$1.02M 0.01%
42,145
+10,049
687
$1.01M 0.01%
49,850
-6,500
688
$1M 0.01%
67,281
+9,942
689
$998K 0.01%
24,934
+1,888
690
$993K 0.01%
23,965
+4,740
691
$993K 0.01%
74,872
-4,950
692
$992K 0.01%
20,949
+222
693
$991K 0.01%
28,271
-47,427
694
$989K 0.01%
128,737
+20,607
695
$989K 0.01%
+31,154
696
$977K 0.01%
24,375
-4,248
697
$974K 0.01%
11,129
-37,761
698
$971K 0.01%
15,338
-600
699
$966K 0.01%
18,974
-1,285
700
$962K 0.01%
118,231
+22,177
26 27
28
29 30