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
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$24.8M
3
+$24.3M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$24.3M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$23.9M

Top Sells

1
+$35.9M
2
+$32.3M
3
+$31.8M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$20.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.2M

Sector Composition

1 Energy 6.89%
2 Technology 6.83%
3 Financials 6.27%
4 Healthcare 6.11%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$422K 0.01%
15,281
+5,185
827
$422K 0.01%
+4,870
828
$421K 0.01%
+3,330
829
$421K 0.01%
+3,581
830
$421K 0.01%
12,423
+244
831
$421K 0.01%
11,117
+1,098
832
$420K 0.01%
114,000
833
$419K 0.01%
+3,456
834
$418K 0.01%
35,877
+1,836
835
$417K 0.01%
+10,726
836
$416K 0.01%
20,558
+6,574
837
$414K 0.01%
+7,517
838
$412K 0.01%
29,908
+4,240
839
$410K 0.01%
+787
840
$410K 0.01%
+7,959
841
$408K 0.01%
13,580
+2,217
842
$406K 0.01%
+7,753
843
$402K 0.01%
+2,505
844
$402K 0.01%
13,233
+1,011
845
$398K 0.01%
+7,075
846
$397K 0.01%
28,418
+5,495
847
$397K 0.01%
413,980
-10,000
848
$396K 0.01%
12,500
849
$396K 0.01%
+3,371
850
$394K 0.01%
+6,790
32 33
34
35 36