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
$11.8B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,381
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$23.2M
3
+$23.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$19.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M

Top Sells

1
+$39.7M
2
+$36.2M
3
+$18.2M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$16M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$13.9M

Sector Composition

1 Technology 6.95%
2 Healthcare 5.94%
3 Financials 5.65%
4 Industrials 5.49%
5 Energy 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.31M 0.01%
20,335
702
$1.31M 0.01%
8,548
+261
703
$1.3M 0.01%
49,659
-12,601
704
$1.3M 0.01%
35,245
-15
705
$1.3M 0.01%
33,774
+782
706
$1.3M 0.01%
66,550
-590
707
$1.29M 0.01%
18,991
-197,375
708
$1.29M 0.01%
20,437
+2,989
709
$1.29M 0.01%
16,872
+252
710
$1.28M 0.01%
30,760
+2,225
711
$1.27M 0.01%
24,831
+452
712
$1.26M 0.01%
67,015
-2,063
713
$1.25M 0.01%
39,300
+1,546
714
$1.25M 0.01%
20,025
+7,876
715
$1.25M 0.01%
38,588
+11,883
716
$1.24M 0.01%
34,451
-2,780
717
$1.24M 0.01%
33,138
+550
718
$1.22M 0.01%
81,107
-2,044
719
$1.21M 0.01%
+72,510
720
$1.2M 0.01%
12,846
-970
721
$1.2M 0.01%
7,669
-24,903
722
$1.2M 0.01%
14,451
-6,945
723
$1.2M 0.01%
38,665
-1,025
724
$1.2M 0.01%
34,128
-1,813
725
$1.2M 0.01%
42,003
+1,383
27 28
29
30 31