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
726
$869K 0.01%
+36,877
727
$868K 0.01%
14,244
-1,192
728
$865K 0.01%
29,078
-1,175
729
$859K 0.01%
11,948
-1,391
730
$858K 0.01%
16,030
-219,904
731
$857K 0.01%
+17,325
732
$856K 0.01%
39,416
-5,683
733
$856K 0.01%
46,367
-205,470
734
$851K 0.01%
1,068
-31
735
$851K 0.01%
12,777
+2,659
736
$846K 0.01%
91,305
-4,528
737
$844K 0.01%
31,408
-36,335
738
$840K 0.01%
18,519
+428
739
$840K 0.01%
16,152
+1,194
740
$834K 0.01%
6,261
+726
741
$833K 0.01%
22,852
-308,208
742
$831K 0.01%
9,980
-331
743
$827K 0.01%
17,476
-2,301
744
$826K 0.01%
+29,767
745
$826K 0.01%
22,247
+2,791
746
$824K 0.01%
15,342
+220
747
$818K 0.01%
18,059
+2,616
748
$817K 0.01%
12,899
+363
749
$814K 0.01%
+35,952
750
$813K 0.01%
4,995
-122
28 29
30
31 32