UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$25M
3
+$24.9M
4
IYR icon
iShares US Real Estate ETF
IYR
+$24.7M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$24.7M

Top Sells

1
+$36.2M
2
+$33.8M
3
+$31.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$20.9M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$20.8M

Sector Composition

1 Energy 6.89%
2 Technology 6.82%
3 Financials 6.25%
4 Healthcare 6.11%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$525K 0.01%
11,539
+841
777
$524K 0.01%
39,370
+7,488
778
$523K 0.01%
+3,590
779
$519K 0.01%
+30,636
780
$517K 0.01%
113,619
-23,272
781
$514K 0.01%
+8,205
782
$513K 0.01%
1,112,520
+61,800
783
$512K 0.01%
31,675
+6,147
784
$509K 0.01%
+29,868
785
$506K 0.01%
+14,744
786
$502K 0.01%
14,531
-944
787
$502K 0.01%
+23,167
788
$500K 0.01%
+11,081
789
$496K 0.01%
30,330
-6,422
790
$493K 0.01%
+5,708
791
$492K 0.01%
+9,004
792
$484K 0.01%
+2,004
793
$483K 0.01%
+5,285
794
$483K 0.01%
15,676
+1,037
795
$480K 0.01%
+3,983
796
$479K 0.01%
+9,097
797
$477K 0.01%
+8,052
798
$476K 0.01%
16,184
+56
799
$474K 0.01%
+5,468
800
$474K 0.01%
+5,607
30 31
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