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

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$271K 0.01%
+7,223
802
$270K 0.01%
+5,326
803
$270K 0.01%
5,862
+1,567
804
$269K 0.01%
2,645
+162
805
$268K 0.01%
+10,066
806
$264K 0.01%
+5,178
807
$262K 0.01%
+2,378
808
$261K 0.01%
+3,669
809
$260K 0.01%
+7,648
810
$259K 0.01%
+10,324
811
$259K 0.01%
+5,060
812
$257K 0.01%
+2,537
813
$257K 0.01%
7,900
814
$257K 0.01%
+4,703
815
$257K 0.01%
+67,295
816
$254K 0.01%
+8,850
817
$253K 0.01%
+5,027
818
$253K 0.01%
+47,154
819
$252K 0.01%
29,670
+11,032
820
$249K 0.01%
+5,078
821
$249K 0.01%
+6,254
822
$248K 0.01%
+3,465
823
$246K 0.01%
+5,003
824
$246K 0.01%
+7,683
825
$245K 0.01%
+5,547
31 32
33
34 35