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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$586K 0.01%
30,044
827
$586K 0.01%
16,677
+24
828
$583K 0.01%
61,116
829
$582K 0.01%
22,474
+4,017
830
$580K 0.01%
14,370
-10,870
831
$576K 0.01%
470
+274
832
$575K 0.01%
36,000
833
$575K 0.01%
67,080
-6,676
834
$571K 0.01%
9,231
+3,059
835
$571K 0.01%
24,618
-22,348
836
$571K 0.01%
11,025
-668
837
$571K 0.01%
18,367
-3,591
838
$570K 0.01%
13,871
-18,818
839
$570K 0.01%
14,030
-12,852
840
$562K 0.01%
18,192
-2,135
841
$561K 0.01%
+8,368
842
$558K 0.01%
7,234
+11
843
$558K 0.01%
30,240
-1,440
844
$555K 0.01%
22,185
-347
845
$549K 0.01%
8,601
+2,369
846
$549K 0.01%
61,054
-5,424
847
$547K 0.01%
37,500
-100
848
$543K 0.01%
22,736
-7,634
849
$542K 0.01%
103,871
-10,217
850
$541K 0.01%
106,065
32 33
34
35 36