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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.2M 0.36%
266,613
-49,451
52
$31.8M 0.35%
512,752
+22,626
53
$31.3M 0.34%
3,841,614
+1,147,218
54
$31.2M 0.34%
+336,399
55
$31.2M 0.34%
816,860
-36,800
56
$30.4M 0.34%
255,469
+45,032
57
$29.1M 0.32%
583,840
+87,839
58
$28.7M 0.32%
560,943
+97,484
59
$28.6M 0.31%
192,788
+24,733
60
$28.5M 0.31%
881,138
-18,015
61
$28.2M 0.31%
953,974
+18,657
62
$26.7M 0.29%
773,227
+68,427
63
$26.7M 0.29%
238,379
+7,556
64
$26.6M 0.29%
183,895
+1,792
65
$26.6M 0.29%
264,189
+4,720
66
$26.6M 0.29%
1,091,355
+1,056,670
67
$26.3M 0.29%
987,880
+43,127
68
$26.3M 0.29%
343,716
+7,701
69
$26.3M 0.29%
934,574
+4,910
70
$26M 0.29%
455,061
-332
71
$25.6M 0.28%
453,846
-23,478
72
$25.3M 0.28%
194,017
+56,320
73
$25.3M 0.28%
342,726
+1,331
74
$25M 0.28%
361,340
+17,372
75
$24.4M 0.27%
237,422
+226,127
1 2
3
4 5