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
776
$302K 0.01%
2,021
-120
777
$301K 0.01%
5,000
778
$300K 0.01%
+252
779
$298K 0.01%
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780
$298K 0.01%
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781
$298K 0.01%
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782
$297K 0.01%
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783
$294K 0.01%
8,218
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784
$291K 0.01%
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785
$290K 0.01%
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$289K 0.01%
23,006
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$288K 0.01%
52,929
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$282K 0.01%
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789
$280K 0.01%
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790
$280K 0.01%
22,000
791
$279K 0.01%
2,744
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792
$278K 0.01%
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793
$278K 0.01%
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$278K 0.01%
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795
$278K 0.01%
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796
$277K 0.01%
26,924
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797
$275K 0.01%
6,291
-446
798
$274K 0.01%
+8,136
799
$272K 0.01%
+6,981
800
$272K 0.01%
+4,361
30 31
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