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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.1%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$331K 0.01%
+6,682
752
$330K 0.01%
+12,338
753
$330K 0.01%
+6,226
754
$330K 0.01%
11,387
+17
755
$327K 0.01%
3,043
-274
756
$327K 0.01%
6,455
-271
757
$327K 0.01%
+10,545
758
$325K 0.01%
+6,021
759
$325K 0.01%
10,986
+3,797
760
$324K 0.01%
24,700
761
$322K 0.01%
16,039
762
$319K 0.01%
+4,558
763
$318K 0.01%
+6,854
764
$316K 0.01%
20,300
-7,200
765
$316K 0.01%
+4,378
766
$313K 0.01%
+27,000
767
$311K 0.01%
+5,344
768
$311K 0.01%
+12,800
769
$310K 0.01%
7,150
+2,330
770
$309K 0.01%
+3,512
771
$309K 0.01%
+5,220
772
$307K 0.01%
17,877
+2,550
773
$306K 0.01%
+6,965
774
$306K 0.01%
+17,620
775
$305K 0.01%
6,565
+575
29 30
31
32 33