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
$6.68B
AUM Growth
+$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$84.9M
2
+$75.6M
3
+$50.7M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$46.1M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$44.3M

Top Sells

1
+$79.7M
2
+$36.3M
3
+$31.8M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$26.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.4M

Sector Composition

1 Technology 7.23%
2 Healthcare 6.55%
3 Financials 6.39%
4 Energy 6.04%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$485K 0.01%
16,057
-127
827
$484K 0.01%
8,514
+462
828
$483K 0.01%
15,543
-54,751
829
$482K 0.01%
9,037
830
$482K 0.01%
114,000
831
$480K 0.01%
3,223
-151
832
$479K 0.01%
+52,200
833
$479K 0.01%
19,043
+8,348
834
$477K 0.01%
5,233
-235
835
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17,736
-3,360
836
$471K 0.01%
8,385
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837
$471K 0.01%
5,070
+343
838
$470K 0.01%
18,152
+1,152
839
$468K 0.01%
8,372
+413
840
$467K 0.01%
33,061
-4,894
841
$466K 0.01%
17,064
842
$461K 0.01%
6,701
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843
$461K 0.01%
11,122
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844
$454K 0.01%
9,000
845
$450K 0.01%
6,842
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846
$450K 0.01%
3,721
+350
847
$449K 0.01%
21,016
+7,354
848
$449K 0.01%
13,170
+747
849
$449K 0.01%
10,513
-244
850
$448K 0.01%
5,438
-276,452
32 33
34
35 36