UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
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
+$95.9M
2
+$85.9M
3
+$80.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$70.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.2M

Top Sells

1
+$57.7M
2
+$10.1M
3
+$8.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.43M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Healthcare 6.24%
4 Financials 6.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$217K ﹤0.01%
+7,979
852
$215K ﹤0.01%
2,710
+110
853
$213K ﹤0.01%
+3,928
854
$211K ﹤0.01%
+3,918
855
$210K ﹤0.01%
+5,497
856
$209K ﹤0.01%
+12,345
857
$208K ﹤0.01%
+5,785
858
$207K ﹤0.01%
+2,549
859
$205K ﹤0.01%
+10,757
860
$205K ﹤0.01%
13,912
861
$204K ﹤0.01%
+1,484
862
$203K ﹤0.01%
+3,012
863
$202K ﹤0.01%
+9,856
864
$201K ﹤0.01%
+5,507
865
$201K ﹤0.01%
+4,627
866
$201K ﹤0.01%
+8,015
867
$200K ﹤0.01%
11,046
-269
868
$196K ﹤0.01%
+18,141
869
$193K ﹤0.01%
+4,409
870
$193K ﹤0.01%
14,500
871
$193K ﹤0.01%
+24,540
872
$190K ﹤0.01%
14,102
873
$189K ﹤0.01%
13,213
+946
874
$183K ﹤0.01%
+25,565
875
$182K ﹤0.01%
+27,994
33 34
35
36 37