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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$960K 0.01%
41,483
-29,375
702
$956K 0.01%
46,210
-3,154
703
$956K 0.01%
18,732
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705
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123,334
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706
$942K 0.01%
18,989
-405
707
$939K 0.01%
42,070
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708
$937K 0.01%
9,938
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709
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+14,978
710
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20,222
-1,221
711
$931K 0.01%
722
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712
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+40,713
713
$919K 0.01%
44,318
-17,070
714
$914K 0.01%
30,289
715
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15,442
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716
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6,570
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719
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33,322
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720
$880K 0.01%
11,104
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721
$880K 0.01%
9,962
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722
$877K 0.01%
36,280
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723
$875K 0.01%
23,760
+12,450
724
$873K 0.01%
34,166
-389
725
$870K 0.01%
9,308
-58,952
27 28
29
30 31