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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$490K ﹤0.01%
+35,016
802
$489K ﹤0.01%
9,350
-464
803
$488K ﹤0.01%
8,154
+844
804
$483K ﹤0.01%
10,588
-1,111
805
$481K ﹤0.01%
6,847
+2,411
806
$480K ﹤0.01%
9,899
+195
807
$478K ﹤0.01%
16,093
+2,494
808
$476K ﹤0.01%
11,211
+37
809
$476K ﹤0.01%
10,065
-1,506
810
$475K ﹤0.01%
5,781
+46
811
$470K ﹤0.01%
9,988
+742
812
$470K ﹤0.01%
5,051
+22
813
$468K ﹤0.01%
+7,464
814
$467K ﹤0.01%
10,226
-1,042
815
$462K ﹤0.01%
1,698
+163
816
$461K ﹤0.01%
8,008
-701
817
$459K ﹤0.01%
5,921
-6,808
818
$454K ﹤0.01%
2,882
+155
819
$454K ﹤0.01%
5,322
+603
820
$452K ﹤0.01%
1,942
821
$451K ﹤0.01%
27,938
-7,700
822
$451K ﹤0.01%
6,616
823
$450K ﹤0.01%
+8,534
824
$449K ﹤0.01%
11,564
825
$445K ﹤0.01%
6,231
-1,932
31 32
33
34 35