UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$85.9M
3
+$80.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$70.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.2M

Top Sells

1
+$57.7M
2
+$10.1M
3
+$8.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.43M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Healthcare 6.24%
4 Financials 6.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$245K 0.01%
+9,195
827
$244K 0.01%
10,400
-4,533
828
$241K 0.01%
+43,439
829
$241K 0.01%
8,222
-185
830
$241K 0.01%
+6,674
831
$238K 0.01%
+19,316
832
$236K 0.01%
7,602
-1,464
833
$235K 0.01%
3,500
834
$235K 0.01%
+5,579
835
$234K 0.01%
+9,786
836
$234K 0.01%
+5,611
837
$234K 0.01%
+10,670
838
$231K ﹤0.01%
+4,560
839
$231K ﹤0.01%
+8,936
840
$230K ﹤0.01%
137,152
841
$230K ﹤0.01%
+11,970
842
$228K ﹤0.01%
10,000
843
$225K ﹤0.01%
6,550
-1,200
844
$225K ﹤0.01%
+6,354
845
$223K ﹤0.01%
+8,885
846
$222K ﹤0.01%
+7,103
847
$221K ﹤0.01%
+1,485
848
$221K ﹤0.01%
5,385
-2,417
849
$221K ﹤0.01%
6,172
-100
850
$218K ﹤0.01%
+3,899
32 33
34
35 36