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
51
$49.1M 0.37%
646,981
+63,543
52
$49M 0.37%
346,004
+7,013
53
$48.7M 0.36%
1,832,553
-247,660
54
$48.6M 0.36%
966,495
-334,773
55
$48.3M 0.36%
406,677
-21,081
56
$48.2M 0.36%
198,482
-19,366
57
$45.7M 0.34%
533,365
-3,016
58
$45.6M 0.34%
1,881,225
+51,138
59
$45.4M 0.34%
1,076,936
-655,533
60
$44.1M 0.33%
420,886
+24,578
61
$43.7M 0.33%
387,480
+156,781
62
$43.5M 0.32%
751,065
-1,751
63
$42.3M 0.32%
850,545
-3,215
64
$42M 0.31%
366,210
-17,032
65
$41.8M 0.31%
685,098
+134,198
66
$41.7M 0.31%
692,671
-15,731
67
$41.4M 0.31%
530,428
-151,893
68
$40.8M 0.3%
703,973
-46,890
69
$40.1M 0.3%
433,119
-1,937
70
$39.7M 0.3%
+1,630,789
71
$39.7M 0.3%
360,551
-48,285
72
$39.7M 0.3%
560,459
+338,290
73
$38.2M 0.29%
925,679
-2,611
74
$38M 0.28%
284,415
-8,302
75
$37.6M 0.28%
405,765
-4,420
1 2
3
4 5