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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$856K 0.01%
15,354
+1,445
802
$854K 0.01%
20,122
+2,847
803
$850K 0.01%
16,855
-1,885
804
$850K 0.01%
10,367
+1,044
805
$848K 0.01%
105,325
+3,886
806
$845K 0.01%
3,723
-3,030
807
$844K 0.01%
8,518
+6,242
808
$827K 0.01%
9,608
-145
809
$826K 0.01%
55,974
-81
810
$825K 0.01%
6,875
-55,111
811
$825K 0.01%
13,470
-4,019
812
$819K 0.01%
28,215
-1,228
813
$818K 0.01%
33,178
-323
814
$814K 0.01%
23,175
+5,260
815
$810K 0.01%
21,886
-2,114
816
$807K 0.01%
30,447
-825
817
$806K 0.01%
47,947
-1,204
818
$804K 0.01%
9,970
-1,619
819
$803K 0.01%
2,911
+127
820
$801K 0.01%
24,388
+268
821
$798K 0.01%
10,082
-907
822
$797K 0.01%
11,244
-821
823
$796K 0.01%
27,027
+6,204
824
$789K 0.01%
14,798
-501
825
$784K 0.01%
92,963
+3,191
31 32
33
34 35