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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$783K 0.01%
20,928
-3,178
827
$780K 0.01%
33,537
-132,184
828
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30,636
829
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28,485
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830
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5,980
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831
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11,930
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833
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13,602
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834
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16,115
-11,317
835
$761K 0.01%
15,070
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836
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837
$746K 0.01%
7,471
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838
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16,164
-296
839
$739K 0.01%
22,682
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840
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13,328
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841
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18,062
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842
$731K 0.01%
22,406
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843
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31,081
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844
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31,415
-9,183
845
$724K 0.01%
49,642
+8,254
846
$723K 0.01%
6,986
-109,110
847
$720K 0.01%
29,946
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848
$714K 0.01%
9,440
-2,870
849
$713K 0.01%
26,768
-1,045
850
$708K 0.01%
6,937
+349
32 33
34
35 36