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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$85.9M
3
+$80.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$70.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.2M

Top Sells

1
+$57.7M
2
+$10.1M
3
+$8.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.43M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Healthcare 6.24%
4 Financials 6.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$270K 0.01%
+5,326
802
$270K 0.01%
5,862
+1,567
803
$269K 0.01%
2,645
+162
804
$268K 0.01%
+10,066
805
$264K 0.01%
+5,178
806
$262K 0.01%
+2,378
807
$261K 0.01%
+3,669
808
$260K 0.01%
+7,648
809
$259K 0.01%
+10,324
810
$259K 0.01%
+5,060
811
$257K 0.01%
+4,703
812
$257K 0.01%
+67,295
813
$257K 0.01%
+2,537
814
$257K 0.01%
7,900
815
$254K 0.01%
+8,850
816
$253K 0.01%
+47,154
817
$253K 0.01%
+5,027
818
$252K 0.01%
29,670
+11,032
819
$249K 0.01%
+6,254
820
$249K 0.01%
+5,078
821
$248K 0.01%
+3,465
822
$246K 0.01%
+5,003
823
$246K 0.01%
+7,683
824
$245K 0.01%
+5,547
825
$245K 0.01%
+9,688
31 32
33
34 35