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
776
$735K 0.01%
29,382
+2,561
777
$731K 0.01%
15,692
+1,345
778
$730K 0.01%
21,359
-11,625
779
$726K 0.01%
16,570
+53
780
$714K 0.01%
53,144
781
$713K 0.01%
5,122
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782
$711K 0.01%
45,487
-3,428
783
$708K 0.01%
27,663
-4,190
784
$698K 0.01%
783
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785
$697K 0.01%
18,301
-1,371
786
$694K 0.01%
23,102
-23,453
787
$693K 0.01%
48,464
788
$684K 0.01%
68,496
789
$683K 0.01%
+84,398
790
$680K 0.01%
+13,803
791
$673K 0.01%
8,272
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792
$667K 0.01%
33,432
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793
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8,510
+4,539
794
$659K 0.01%
25,013
-98,662
795
$658K 0.01%
63,352
-26,688
796
$657K 0.01%
36,795
-6,500
797
$655K 0.01%
22,343
+3,990
798
$653K 0.01%
33,841
-1,351
799
$653K 0.01%
+19,647
800
$652K 0.01%
8,889
+108
30 31
32
33 34