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
$11.8B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,381
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$23.2M
3
+$23.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$19.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M

Top Sells

1
+$39.7M
2
+$36.2M
3
+$18.2M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$16M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$13.9M

Sector Composition

1 Technology 6.95%
2 Healthcare 5.94%
3 Financials 5.65%
4 Industrials 5.49%
5 Energy 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$999K 0.01%
5,583
+852
777
$995K 0.01%
14,238
778
$994K 0.01%
4,079
+116
779
$994K 0.01%
43,197
+1,748
780
$987K 0.01%
13,974
+249
781
$984K 0.01%
11,484
-2,519
782
$982K 0.01%
+34,572
783
$980K 0.01%
+18,135
784
$964K 0.01%
31,441
-5,515
785
$964K 0.01%
34,156
-835
786
$962K 0.01%
34,343
-325
787
$954K 0.01%
17,722
-1,304
788
$952K 0.01%
14,042
+1,046
789
$950K 0.01%
32,566
+18,849
790
$942K 0.01%
49,835
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791
$938K 0.01%
7,175
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792
$934K 0.01%
32,375
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793
$933K 0.01%
15,108
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794
$926K 0.01%
22,980
+318
795
$923K 0.01%
31,116
-637
796
$920K 0.01%
15,159
-1,846
797
$917K 0.01%
31,801
-16,697
798
$914K 0.01%
17,057
-200
799
$913K 0.01%
20,701
800
$912K 0.01%
6,033
+339
30 31
32
33 34