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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$775K 0.01%
48,464
802
$774K 0.01%
35,196
-4,220
803
$770K 0.01%
9,509
-471
804
$770K 0.01%
23,323
+7,379
805
$769K 0.01%
9,990
+1,101
806
$765K 0.01%
9,077
+1,843
807
$765K 0.01%
9,111
+3,203
808
$765K 0.01%
36,423
+12,863
809
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29,241
-4,925
810
$759K 0.01%
15,499
+157
811
$756K 0.01%
47,271
-66,546
812
$753K 0.01%
3,287
+1,318
813
$752K 0.01%
15,993
+1,963
814
$746K 0.01%
783
815
$746K 0.01%
31,077
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816
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7,167
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817
$741K 0.01%
21,158
-7,113
818
$739K 0.01%
5,629
-632
819
$738K 0.01%
14,759
+4,038
820
$731K 0.01%
11,244
+6,816
821
$724K 0.01%
120,610
+92,821
822
$724K 0.01%
11,315
-1,473
823
$723K 0.01%
13,394
+1,681
824
$722K 0.01%
11,833
+1,417
825
$719K 0.01%
12,610
+115
31 32
33
34 35