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
726
$1.18M 0.01%
12,322
+171
727
$1.17M 0.01%
15,222
-447
728
$1.17M 0.01%
33,021
-2,211
729
$1.17M 0.01%
47,065
+2,331
730
$1.16M 0.01%
31,264
-433
731
$1.15M 0.01%
79,432
-4,975
732
$1.14M 0.01%
20,566
+2,213
733
$1.14M 0.01%
17,248
-438
734
$1.14M 0.01%
8,373
+366
735
$1.14M 0.01%
62,116
-970
736
$1.14M 0.01%
39,720
+29,482
737
$1.13M 0.01%
6,830
-4,449
738
$1.13M 0.01%
31,166
-1,621
739
$1.12M 0.01%
887
740
$1.11M 0.01%
35,590
-1,351
741
$1.11M 0.01%
36,650
+2,859
742
$1.11M 0.01%
12,750
-222
743
$1.11M 0.01%
9,861
-242
744
$1.11M 0.01%
+25,458
745
$1.09M 0.01%
38,448
-1,595
746
$1.09M 0.01%
27,285
+3,153
747
$1.08M 0.01%
13,035
+4,770
748
$1.08M 0.01%
17,021
-2,584
749
$1.07M 0.01%
10,092
+1,144
750
$1.06M 0.01%
16,603
-7,530
28 29
30
31 32