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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.05%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$43.4M 0.4%
400,108
-6,553
52
$42.7M 0.4%
704,761
-3,360
53
$42.7M 0.4%
303,653
+12,391
54
$42.3M 0.39%
578,128
+113,294
55
$42M 0.39%
860,528
+8,108
56
$41.3M 0.39%
435,757
+239,853
57
$40.1M 0.37%
740,885
+22,542
58
$39.1M 0.36%
682,658
+37,101
59
$38.8M 0.36%
341,839
+9,812
60
$38.7M 0.36%
714,414
+25,544
61
$38M 0.35%
4,048,374
-191,568
62
$37.8M 0.35%
949,314
-58,164
63
$37.5M 0.35%
422,075
-1,298
64
$37.4M 0.35%
726,454
+60,125
65
$36.6M 0.34%
382,780
-338
66
$35.3M 0.33%
1,560,539
-72,105
67
$35.3M 0.33%
400,224
-1,734
68
$35.1M 0.33%
198,680
+47,634
69
$34.9M 0.33%
209,925
-13,818
70
$34.7M 0.32%
1,207,518
+144,791
71
$33.9M 0.32%
189,598
+3,071
72
$33.3M 0.31%
247,943
+216,536
73
$32.9M 0.31%
3,454,698
-416,094
74
$32.8M 0.31%
1,011,699
-4,241
75
$32.6M 0.3%
+1,073,061
1 2
3
4 5