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
751
$811K 0.01%
94,434
-2,436
752
$804K 0.01%
31,046
+21,246
753
$804K 0.01%
12,093
-845
754
$803K 0.01%
+25,246
755
$796K 0.01%
72,086
-8,177
756
$791K 0.01%
7,429
-175
757
$790K 0.01%
14,230
-21
758
$788K 0.01%
5,299
+2,915
759
$787K 0.01%
14,235
+1,065
760
$768K 0.01%
50,145
+9,705
761
$766K 0.01%
8,429
-565
762
$764K 0.01%
12,788
+3,928
763
$763K 0.01%
72,807
-56,158
764
$760K 0.01%
15,716
+947
765
$759K 0.01%
32,021
-6,923
766
$759K 0.01%
8,727
-825
767
$758K 0.01%
18,548
-7
768
$755K 0.01%
4,944
-9,310
769
$755K 0.01%
23,170
+3,178
770
$755K 0.01%
49,912
-4,934
771
$753K 0.01%
20,261
+655
772
$744K 0.01%
149,344
773
$740K 0.01%
13,130
+1,116
774
$737K 0.01%
4,170
-40,946
775
$735K 0.01%
16,586
+1,060
29 30
31
32 33