We are live on ! Find out more
UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.2B
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.39B
AUM Growth
+$696M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$41.6M
3
+$34.4M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$34M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$32.5M

Top Sells

1
+$58.3M
2
+$54.2M
3
+$52.8M
4
IYH icon
iShares US Healthcare ETF
IYH
+$49.7M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$25.4M

Sector Composition

1 Energy 7.64%
2 Technology 6.89%
3 Financials 6.13%
4 Healthcare 6.09%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-7,197
852
– –
-6,981
853
– –
-8,146
854
– –
-8,303
855
– –
-10,731
856
– –
-26,924
857
– –
-3,354
858
– –
-9,375
859
– –
-9,486
860
– –
-8,687
861
– –
-3,014
862
– –
-6,300
863
– –
-6,021
864
– –
-6,295
865
– –
-37,993
866
– –
-1,484
867
– –
-58
868
– –
-7,150
869
– –
-5,326
870
– –
-5,325
871
– –
-3,500
872
– –
-6,839
873
– –
-4,044
874
– –
-19,571
875
– –
-29,440
33 34
35
36 37