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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.1%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$245K 0.01%
+9,688
827
$245K 0.01%
+9,195
828
$244K 0.01%
10,400
-4,533
829
$241K 0.01%
+43,439
830
$241K 0.01%
8,222
-185
831
$241K 0.01%
+6,674
832
$238K 0.01%
+19,316
833
$236K 0.01%
7,602
-1,464
834
$235K 0.01%
+5,579
835
$235K 0.01%
3,500
836
$234K 0.01%
+9,786
837
$234K 0.01%
+5,611
838
$234K 0.01%
+10,670
839
$231K ﹤0.01%
+4,560
840
$231K ﹤0.01%
+8,936
841
$230K ﹤0.01%
+11,970
842
$230K ﹤0.01%
137,152
843
$228K ﹤0.01%
10,000
844
$225K ﹤0.01%
6,550
-1,200
845
$225K ﹤0.01%
+6,354
846
$223K ﹤0.01%
+8,885
847
$222K ﹤0.01%
+7,103
848
$221K ﹤0.01%
6,172
-100
849
$221K ﹤0.01%
+1,485
850
$221K ﹤0.01%
5,385
-2,417
32 33
34
35 36