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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.13M 0.01%
25,060
-5,981
702
$1.13M 0.01%
35,315
-2,828
703
$1.12M 0.01%
+46,814
704
$1.12M 0.01%
14,366
+2,418
705
$1.11M 0.01%
24,240
+275
706
$1.11M 0.01%
24,154
-4,218
707
$1.11M 0.01%
23,322
+854
708
$1.1M 0.01%
38,036
-13,286
709
$1.1M 0.01%
44,031
-7,546
710
$1.1M 0.01%
34,263
-13,281
711
$1.1M 0.01%
109,638
+4,801
712
$1.09M 0.01%
47,415
+5,270
713
$1.09M 0.01%
19,801
-2,576
714
$1.08M 0.01%
+33,633
715
$1.07M 0.01%
51,008
-3,013
716
$1.07M 0.01%
62,917
-3,963
717
$1.07M 0.01%
21,794
+4,469
718
$1.06M 0.01%
22,566
+11,965
719
$1.06M 0.01%
49,240
-23,386
720
$1.04M 0.01%
+27,949
721
$1.04M 0.01%
24,262
+9,892
722
$1.04M 0.01%
22,112
-4,157
723
$1.03M 0.01%
15,388
+50
724
$1.02M 0.01%
16,018
-1,596
725
$1.02M 0.01%
29,297
+2,427
27 28
29
30 31