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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.27M 0.01%
215,415
+24,952
677
$1.27M 0.01%
175,355
-8,628
678
$1.27M 0.01%
15,385
+1,011
679
$1.27M 0.01%
175,364
-5,604
680
$1.27M 0.01%
66,344
-120,706
681
$1.27M 0.01%
12,058
-283
682
$1.26M 0.01%
11,179
+18
683
$1.26M 0.01%
83,013
+9,156
684
$1.26M 0.01%
20,968
+2,602
685
$1.25M 0.01%
102,067
+11,203
686
$1.25M 0.01%
41,912
+10,555
687
$1.25M 0.01%
23,996
-61,584
688
$1.24M 0.01%
109,963
-274,866
689
$1.24M 0.01%
39,392
+3,841
690
$1.24M 0.01%
34,334
-6,521
691
$1.23M 0.01%
25,578
-5,629
692
$1.21M 0.01%
19,274
-197,936
693
$1.21M 0.01%
112,069
+13,332
694
$1.21M 0.01%
41,319
+623
695
$1.21M 0.01%
21,656
-18
696
$1.21M 0.01%
5,929
+483
697
$1.21M 0.01%
37,756
+350
698
$1.21M 0.01%
67,841
-1,673
699
$1.21M 0.01%
19,310
-3,350
700
$1.2M 0.01%
36,351
-2,357
26 27
28
29 30