UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$25M
3
+$24.9M
4
IYR icon
iShares US Real Estate ETF
IYR
+$24.7M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$24.7M

Top Sells

1
+$36.2M
2
+$33.8M
3
+$31.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$20.9M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$20.8M

Sector Composition

1 Energy 6.89%
2 Technology 6.82%
3 Financials 6.25%
4 Healthcare 6.11%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$679K 0.01%
10,539
-670
702
$678K 0.01%
+5,575
703
$678K 0.01%
+8,146
704
$677K 0.01%
33,771
+7,374
705
$676K 0.01%
+10,262
706
$673K 0.01%
3,300
+149
707
$671K 0.01%
52,784
-6,000
708
$669K 0.01%
+8,521
709
$665K 0.01%
+3,374
710
$663K 0.01%
39,858
-3,775
711
$658K 0.01%
20,370
-630
712
$657K 0.01%
21,096
+1,785
713
$642K 0.01%
11,637
-4,000
714
$630K 0.01%
+5,466
715
$628K 0.01%
+13,502
716
$627K 0.01%
108,370
+21,360
717
$624K 0.01%
+5,164
718
$624K 0.01%
41,600
+9,194
719
$623K 0.01%
+5,295
720
$620K 0.01%
50,044
+10,024
721
$620K 0.01%
+15,458
722
$619K 0.01%
+5,546
723
$615K 0.01%
+6,565
724
$615K 0.01%
+12,996
725
$614K 0.01%
+13,716
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