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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34.4M 0.35%
207,210
+14,422
52
$34.1M 0.35%
4,091,478
+249,864
53
$33.5M 0.34%
697,096
+328,400
54
$33.4M 0.34%
509,880
+138,740
55
$33M 0.34%
265,785
+10,316
56
$32.8M 0.33%
455,805
+145,237
57
$32.7M 0.33%
481,825
-81,035
58
$32.7M 0.33%
1,006,237
+52,263
59
$32M 0.33%
258,024
-8,589
60
$31.9M 0.33%
961,156
+26,582
61
$31.9M 0.32%
905,800
+88,940
62
$30.7M 0.31%
1,036,980
+869,040
63
$29.8M 0.3%
621,620
+37,780
64
$29.8M 0.3%
662,159
+405,721
65
$28.6M 0.29%
461,903
+6,842
66
$28.5M 0.29%
195,819
+11,924
67
$28.2M 0.29%
249,166
+10,787
68
$28M 0.29%
378,514
+34,798
69
$27.9M 0.28%
1,742,215
+624,433
70
$27.5M 0.28%
347,992
+5,266
71
$27.5M 0.28%
200,414
+20,745
72
$27.4M 0.28%
271,777
+7,588
73
$27.4M 0.28%
684,749
+233,320
74
$27.2M 0.28%
195,988
+1,971
75
$27.1M 0.28%
1,002,313
+14,433
1 2
3
4 5