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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.19M 0.01%
44,958
-735
702
$1.18M 0.01%
50,979
+4,264
703
$1.18M 0.01%
11,561
+581
704
$1.17M 0.01%
10,627
+4,563
705
$1.17M 0.01%
37,093
-4,349
706
$1.17M 0.01%
45,608
-3,168
707
$1.16M 0.01%
18,991
-144,261
708
$1.13M 0.01%
26,914
+3,736
709
$1.13M 0.01%
25,950
-4,662
710
$1.13M 0.01%
46,370
+229
711
$1.12M 0.01%
75,642
-18,335
712
$1.12M 0.01%
6,417
+1,547
713
$1.12M 0.01%
+9,088
714
$1.11M 0.01%
24,397
-2,748
715
$1.11M 0.01%
3,400
+939
716
$1.1M 0.01%
41,693
-176
717
$1.1M 0.01%
35,804
-1,506
718
$1.09M 0.01%
10,668
+1,588
719
$1.09M 0.01%
7,930
-681
720
$1.08M 0.01%
12,542
+4,978
721
$1.08M 0.01%
13,606
+23
722
$1.08M 0.01%
34,439
+4,862
723
$1.08M 0.01%
15,459
-375
724
$1.08M 0.01%
26,773
-18,838
725
$1.08M 0.01%
21,633
+2,546
27 28
29
30 31