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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.4M 0.01%
1,635
-3
677
$1.4M 0.01%
14,158
-425
678
$1.4M 0.01%
50,350
+458
679
$1.4M 0.01%
13,168
-269
680
$1.39M 0.01%
105,167
-30,423
681
$1.38M 0.01%
118,934
-7,499
682
$1.37M 0.01%
13,024
-34
683
$1.37M 0.01%
66,980
-20,561
684
$1.36M 0.01%
123,260
-7,543
685
$1.35M 0.01%
12,998
-285
686
$1.34M 0.01%
21,788
+15,851
687
$1.34M 0.01%
93,249
+2,164
688
$1.34M 0.01%
29,122
-5,472
689
$1.34M 0.01%
20,467
-1,697
690
$1.33M 0.01%
19,491
-128
691
$1.32M 0.01%
+57,710
692
$1.32M 0.01%
175,101
-58,476
693
$1.32M 0.01%
+12,961
694
$1.32M 0.01%
101,119
-2,433
695
$1.31M 0.01%
10,762
-1,928
696
$1.31M 0.01%
92,896
+7,411
697
$1.31M 0.01%
180,746
-63,685
698
$1.31M 0.01%
29,947
+394
699
$1.3M 0.01%
22,316
-316
700
$1.3M 0.01%
183,737
-64,218
26 27
28
29 30