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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.1%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$218K ﹤0.01%
+3,899
852
$217K ﹤0.01%
+7,979
853
$215K ﹤0.01%
2,710
+110
854
$213K ﹤0.01%
+3,928
855
$211K ﹤0.01%
+3,918
856
$210K ﹤0.01%
+5,497
857
$209K ﹤0.01%
+12,345
858
$208K ﹤0.01%
+5,785
859
$207K ﹤0.01%
+2,549
860
$205K ﹤0.01%
13,912
861
$205K ﹤0.01%
+10,757
862
$204K ﹤0.01%
+1,484
863
$203K ﹤0.01%
+3,012
864
$202K ﹤0.01%
+9,856
865
$201K ﹤0.01%
+5,507
866
$201K ﹤0.01%
+4,627
867
$201K ﹤0.01%
+8,015
868
$200K ﹤0.01%
11,046
-269
869
$196K ﹤0.01%
+18,141
870
$193K ﹤0.01%
+4,409
871
$193K ﹤0.01%
14,500
872
$193K ﹤0.01%
+24,540
873
$190K ﹤0.01%
14,102
874
$189K ﹤0.01%
13,213
+946
875
$183K ﹤0.01%
+25,565
33 34
35
36 37