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
751
$1.06M 0.01%
8,366
-1,774
752
$1.05M 0.01%
6,186
-71
753
$1.05M 0.01%
318,170
+17,255
754
$1.05M 0.01%
26,890
-305
755
$1.04M 0.01%
29,042
-667
756
$1.04M 0.01%
+50,549
757
$1.04M 0.01%
14,776
-509
758
$1.01M 0.01%
20,424
+1,601
759
$1.01M 0.01%
159,536
+18,443
760
$1.01M 0.01%
14,454
+1,316
761
$1.01M 0.01%
22,546
+4,065
762
$1M 0.01%
10,043
-2,796
763
$1M 0.01%
11,665
-837
764
$1M 0.01%
47,503
-332
765
$999K 0.01%
24,283
+1,785
766
$997K 0.01%
34,840
-780
767
$992K 0.01%
31,132
-4,442
768
$990K 0.01%
32,735
+1,035
769
$989K 0.01%
9,818
-466
770
$982K 0.01%
15,990
+141
771
$982K 0.01%
28,609
-1,120
772
$978K 0.01%
20,639
-27,094
773
$978K 0.01%
20,756
774
$964K 0.01%
18,715
-1,927
775
$960K 0.01%
28,190
+12,330
29 30
31
32 33