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
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$25M
3
+$24.9M
4
IYR icon
iShares US Real Estate ETF
IYR
+$24.7M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$24.7M

Top Sells

1
+$36.2M
2
+$33.8M
3
+$31.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$20.9M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$20.8M

Sector Composition

1 Energy 6.89%
2 Technology 6.82%
3 Financials 6.25%
4 Healthcare 6.11%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$392K 0.01%
+13,110
852
$391K 0.01%
+6,742
853
$390K 0.01%
+5,300
854
$386K 0.01%
+333
855
$382K 0.01%
17,000
-49
856
$382K 0.01%
10,269
-191
857
$381K 0.01%
+5,798
858
$381K 0.01%
19,628
-785
859
$379K 0.01%
+5,074
860
$379K 0.01%
920
-232
861
$378K 0.01%
54,927
-735
862
$377K 0.01%
11,569
+1,161
863
$374K 0.01%
+7,312
864
$374K 0.01%
+15,923
865
$374K 0.01%
+6,980
866
$372K 0.01%
+10,871
867
$370K 0.01%
+4,218
868
$370K 0.01%
15,745
-667
869
$369K 0.01%
+14,178
870
$368K 0.01%
+11,518
871
$366K 0.01%
+4,688
872
$364K 0.01%
14,841
873
$364K 0.01%
15,057
-1,797
874
$363K 0.01%
+4,934
875
$362K 0.01%
+2,518
33 34
35
36 37