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
$9.82B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,335
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$33.5M
3
+$32.3M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M
5
IYF icon
iShares US Financials ETF
IYF
+$20.5M

Top Sells

1
+$358M
2
+$42.8M
3
+$31.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$21.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.4M

Sector Composition

1 Industrials 7.48%
2 Technology 6.02%
3 Healthcare 5.92%
4 Financials 4.35%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$715K 0.01%
10,675
+2,074
827
$711K 0.01%
9,121
-190,616
828
$709K 0.01%
10,735
+1,504
829
$707K 0.01%
18,146
+7,328
830
$703K 0.01%
16,342
+4,342
831
$700K 0.01%
149,344
832
$700K 0.01%
6,995
+868
833
$695K 0.01%
16,962
+13,563
834
$684K 0.01%
53,144
835
$683K 0.01%
17,752
+4,268
836
$682K 0.01%
11,750
+6,487
837
$682K 0.01%
42,653
-52,685
838
$678K 0.01%
26,087
-3,295
839
$669K 0.01%
6,893
-80
840
$667K 0.01%
13,901
+6,211
841
$656K 0.01%
+34,544
842
$654K 0.01%
59,474
-13,333
843
$651K 0.01%
59,204
+6,004
844
$645K 0.01%
3,773
-1,171
845
$645K 0.01%
11,115
-3,115
846
$644K 0.01%
33,900
+59
847
$644K 0.01%
10,385
+4,704
848
$641K 0.01%
12,091
-364
849
$635K 0.01%
+17,646
850
$633K 0.01%
37,250
-8,237
32 33
34
35 36