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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.3M 0.01%
27,079
+1,062
702
$1.3M 0.01%
+2,976
703
$1.29M 0.01%
72,484
-840
704
$1.28M 0.01%
36,164
-892
705
$1.27M 0.01%
8,567
-1,668
706
$1.26M 0.01%
35,281
+36
707
$1.26M 0.01%
60,358
-788
708
$1.25M 0.01%
85,855
-346
709
$1.25M 0.01%
36,067
+6,217
710
$1.25M 0.01%
8,739
-4,548
711
$1.25M 0.01%
16,251
-6,309
712
$1.24M 0.01%
53,438
-1,850
713
$1.22M 0.01%
43,311
-4,030
714
$1.22M 0.01%
12,489
-2,117
715
$1.22M 0.01%
11,122
+1,724
716
$1.21M 0.01%
18,721
-1,056
717
$1.21M 0.01%
17,243
+381
718
$1.21M 0.01%
119,882
-5,910
719
$1.2M 0.01%
15,504
-665
720
$1.19M 0.01%
44,967
+944
721
$1.19M 0.01%
47,300
722
$1.19M 0.01%
27,294
-3,494
723
$1.19M 0.01%
16,147
-3,572
724
$1.18M 0.01%
7,601
-364
725
$1.18M 0.01%
80,735
-3,633
27 28
29
30 31