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
$11.8B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,381
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$23.2M
3
+$23.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$19.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M

Top Sells

1
+$39.7M
2
+$36.2M
3
+$18.2M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$16M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$13.9M

Sector Composition

1 Technology 6.95%
2 Healthcare 5.94%
3 Financials 5.65%
4 Industrials 5.49%
5 Energy 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.41M 0.01%
40,146
-2,265
677
$1.41M 0.01%
40,309
-12,088
678
$1.41M 0.01%
+38,452
679
$1.39M 0.01%
14,887
+3,724
680
$1.39M 0.01%
30,707
+23,307
681
$1.39M 0.01%
92,081
+7,128
682
$1.38M 0.01%
7,396
+4,081
683
$1.38M 0.01%
12,697
+588
684
$1.38M 0.01%
21,376
-27,127
685
$1.38M 0.01%
21,824
-796
686
$1.37M 0.01%
34,104
+3,051
687
$1.37M 0.01%
173,703
+15,801
688
$1.37M 0.01%
52,636
-4,116
689
$1.37M 0.01%
92,670
+1,576
690
$1.36M 0.01%
24,741
-3,289
691
$1.36M 0.01%
175,310
+16,189
692
$1.36M 0.01%
10,940
-9
693
$1.35M 0.01%
5,561
+614
694
$1.35M 0.01%
59,531
+5,239
695
$1.34M 0.01%
+37,650
696
$1.33M 0.01%
+105,205
697
$1.33M 0.01%
175,766
+16,784
698
$1.32M 0.01%
89,842
-19,191
699
$1.32M 0.01%
14,940
-2,407
700
$1.31M 0.01%
20,557
+11,332
26 27
28
29 30