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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$725K ﹤0.01%
8,105
+1,862
702
$718K ﹤0.01%
42,324
-1,665
703
$717K ﹤0.01%
8,202
-158
704
$716K ﹤0.01%
8,041
+121
705
$716K ﹤0.01%
69,591
+18,908
706
$715K ﹤0.01%
6,934
-562
707
$711K ﹤0.01%
18,652
-1,797
708
$710K ﹤0.01%
50,100
709
$704K ﹤0.01%
14,523
-5,558
710
$703K ﹤0.01%
+10,593
711
$701K ﹤0.01%
16,809
+2,800
712
$691K ﹤0.01%
6,046
-169
713
$689K ﹤0.01%
6,628
-34
714
$687K ﹤0.01%
12,120
-35,770
715
$687K ﹤0.01%
10,799
-1,154
716
$684K ﹤0.01%
7,379
-143
717
$682K ﹤0.01%
19,535
+254
718
$681K ﹤0.01%
23,521
+704
719
$681K ﹤0.01%
14,863
+67
720
$680K ﹤0.01%
16,262
-14,184
721
$680K ﹤0.01%
20,075
-19
722
$680K ﹤0.01%
10,179
-1,473
723
$674K ﹤0.01%
16,436
+937
724
$673K ﹤0.01%
15,753
-1,305
725
$668K ﹤0.01%
15,898
-647
27 28
29
30 31