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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.21M 0.01%
37,843
+19,651
677
$1.21M 0.01%
31,036
-100
678
$1.2M 0.01%
25,080
679
$1.2M 0.01%
9,187
+327
680
$1.2M 0.01%
9,419
-15,696
681
$1.19M 0.01%
25,380
-6,320
682
$1.19M 0.01%
20,170
-1,060
683
$1.19M 0.01%
49,460
-3,950
684
$1.19M 0.01%
13,944
+2,840
685
$1.18M 0.01%
16,614
+952
686
$1.18M 0.01%
51,263
+2,301
687
$1.18M 0.01%
19,638
-2,690
688
$1.18M 0.01%
42,041
-1,500
689
$1.17M 0.01%
24,350
-9,057
690
$1.17M 0.01%
26,556
+20,892
691
$1.16M 0.01%
+33,194
692
$1.16M 0.01%
38,712
-3,014
693
$1.16M 0.01%
+52,773
694
$1.16M 0.01%
7,017
+84
695
$1.16M 0.01%
35,037
+19,777
696
$1.15M 0.01%
20,247
-45
697
$1.15M 0.01%
32,759
-2,285
698
$1.15M 0.01%
+11,564
699
$1.14M 0.01%
10,682
-478
700
$1.14M 0.01%
26,456
+7,937
26 27
28
29 30