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
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$24.8M
3
+$24.3M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$24.3M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$23.9M

Top Sells

1
+$35.9M
2
+$32.3M
3
+$31.8M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$20.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.2M

Sector Composition

1 Energy 6.89%
2 Technology 6.83%
3 Financials 6.27%
4 Healthcare 6.11%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$474K 0.01%
+5,607
802
$472K 0.01%
138,460
-20,000
803
$471K 0.01%
+6,513
804
$467K 0.01%
9,194
-23,996
805
$465K 0.01%
+369
806
$456K 0.01%
+10,757
807
$452K 0.01%
+8,172
808
$451K 0.01%
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809
$446K 0.01%
13,636
+737
810
$444K 0.01%
+8,911
811
$444K 0.01%
12,725
-1,386
812
$443K 0.01%
+14,318
813
$439K 0.01%
+15,177
814
$438K 0.01%
9,859
-16,372
815
$436K 0.01%
+9,037
816
$436K 0.01%
+11,826
817
$435K 0.01%
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818
$434K 0.01%
6,597
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819
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+3,911
820
$427K 0.01%
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821
$426K 0.01%
12,045
-9,864
822
$425K 0.01%
+4,727
823
$425K 0.01%
29,373
+1,603
824
$424K 0.01%
+3,216
825
$424K 0.01%
29,936
-16,398
31 32
33
34 35