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
$8.33B
AUM Growth
-$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$233M
3
+$162M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$106M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$79.5M

Top Sells

1
+$119M
2
+$80.7M
3
+$57.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$45.9M
5
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$45.1M

Sector Composition

1 Technology 6.51%
2 Healthcare 6.06%
3 Financials 5.84%
4 Industrials 4.97%
5 Energy 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$618K 0.01%
37,120
+2,170
827
$616K 0.01%
10,075
+2,521
828
$616K 0.01%
17,086
-126,272
829
$607K 0.01%
43,995
+5,068
830
$603K 0.01%
89,170
+15,100
831
$602K 0.01%
17,488
+5,332
832
$601K 0.01%
32,570
+292
833
$600K 0.01%
68,539
+3,698
834
$598K 0.01%
7,779
-15,788
835
$597K 0.01%
74,444
+2,495
836
$596K 0.01%
7,590
-527
837
$595K 0.01%
35,670
-3,075
838
$592K 0.01%
8,743
-724
839
$583K 0.01%
13,470
+300
840
$580K 0.01%
16,947
+3,732
841
$580K 0.01%
17,514
-162
842
$577K 0.01%
2,742
-270
843
$576K 0.01%
42,650
+7,193
844
$576K 0.01%
27,363
-3,434
845
$575K 0.01%
27,750
+4,943
846
$575K 0.01%
43,425
+1,000
847
$575K 0.01%
16,683
-788
848
$573K 0.01%
79,261
+15,498
849
$573K 0.01%
80,086
+14,024
850
$572K 0.01%
36,383
+321
32 33
34
35 36