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
$10.7B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$41.6M
3
+$38.1M
4
GLD icon
SPDR Gold Trust
GLD
+$36.3M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.6M

Top Sells

1
+$179M
2
+$54.7M
3
+$35.6M
4
FIW icon
First Trust Water ETF
FIW
+$27.4M
5
DXJF
WisdomTree Japan Hedged Financials Fund
DXJF
+$22.6M

Sector Composition

1 Technology 6.85%
2 Healthcare 5.71%
3 Financials 5.32%
4 Industrials 5.06%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$879K 0.01%
23,078
+5,876
777
$878K 0.01%
101,678
+64,607
778
$875K 0.01%
27,979
-12,686
779
$875K 0.01%
16,033
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780
$865K 0.01%
31,890
-1,905
781
$863K 0.01%
17,289
782
$860K 0.01%
37,541
-1,500
783
$859K 0.01%
59,590
+117
784
$857K 0.01%
20,701
+440
785
$855K 0.01%
10,216
-75
786
$854K 0.01%
9,804
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787
$850K 0.01%
14,535
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788
$850K 0.01%
38,467
-1,277
789
$849K 0.01%
13,423
+402
790
$848K 0.01%
45,957
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791
$847K 0.01%
22,951
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792
$844K 0.01%
25,159
-12,279
793
$837K 0.01%
5,714
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794
$837K 0.01%
26,093
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795
$834K 0.01%
22,479
+1,972
796
$826K 0.01%
+162,678
797
$825K 0.01%
11,891
-30,951
798
$819K 0.01%
13,405
+1,244
799
$819K 0.01%
146,781
+118,676
800
$818K 0.01%
13,530
+1,728
30 31
32
33 34