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
801
$907K 0.01%
12,753
-3,490
802
$906K 0.01%
15,423
+1,298
803
$901K 0.01%
+7,691
804
$896K 0.01%
10,696
+2,589
805
$894K 0.01%
15,672
+3,386
806
$893K 0.01%
5,875
+265
807
$883K 0.01%
32,910
-4,740
808
$876K 0.01%
12,860
+1,204
809
$874K 0.01%
8,581
-2,507
810
$874K 0.01%
90,434
811
$872K 0.01%
6,786
-538
812
$871K 0.01%
9,331
+1,582
813
$868K 0.01%
18,704
+538
814
$866K 0.01%
37,714
+721
815
$862K 0.01%
16,492
+14
816
$854K 0.01%
17,799
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817
$851K 0.01%
10,808
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818
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15,107
-1,788
819
$837K 0.01%
15,504
-110,671
820
$835K 0.01%
10,050
+22
821
$833K 0.01%
5,468
-816
822
$831K 0.01%
38,102
+18,844
823
$829K 0.01%
8,515
+811
824
$825K 0.01%
32,416
+12,925
825
$824K 0.01%
43,326
-9,164
31 32
33
34 35