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

Top Buys

1
+$107M
2
+$25M
3
+$24.9M
4
IYR icon
iShares US Real Estate ETF
IYR
+$24.7M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$24.7M

Top Sells

1
+$36.2M
2
+$33.8M
3
+$31.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$20.9M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$20.8M

Sector Composition

1 Energy 6.89%
2 Technology 6.82%
3 Financials 6.25%
4 Healthcare 6.11%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$422K 0.01%
+4,870
827
$421K 0.01%
+3,330
828
$421K 0.01%
+3,581
829
$421K 0.01%
12,423
+244
830
$421K 0.01%
11,117
+1,098
831
$420K 0.01%
114,000
832
$419K 0.01%
+3,456
833
$418K 0.01%
35,877
+1,836
834
$417K 0.01%
+10,726
835
$416K 0.01%
20,558
+6,574
836
$414K 0.01%
+7,517
837
$412K 0.01%
29,908
+4,240
838
$410K 0.01%
+787
839
$410K 0.01%
+7,959
840
$408K 0.01%
13,580
+2,217
841
$406K 0.01%
+7,753
842
$402K 0.01%
13,233
+1,011
843
$402K 0.01%
+2,505
844
$398K 0.01%
+7,075
845
$397K 0.01%
28,418
+5,495
846
$397K 0.01%
413,980
-10,000
847
$396K 0.01%
12,500
848
$396K 0.01%
+3,371
849
$394K 0.01%
+6,790
850
$392K 0.01%
+6,918
32 33
34
35 36