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

Top Buys

1
+$106M
2
+$24.8M
3
+$24.3M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$24.3M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$23.9M

Top Sells

1
+$35.9M
2
+$32.3M
3
+$31.8M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$20.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.2M

Sector Composition

1 Energy 6.89%
2 Technology 6.83%
3 Financials 6.27%
4 Healthcare 6.11%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$392K 0.01%
+6,918
852
$392K 0.01%
+13,110
853
$391K 0.01%
+6,742
854
$390K 0.01%
+5,300
855
$386K 0.01%
+333
856
$382K 0.01%
17,000
-49
857
$382K 0.01%
10,269
-191
858
$381K 0.01%
+5,798
859
$381K 0.01%
19,628
-785
860
$379K 0.01%
+5,074
861
$379K 0.01%
920
-232
862
$378K 0.01%
54,927
-735
863
$377K 0.01%
11,569
+1,161
864
$374K 0.01%
+7,312
865
$374K 0.01%
+15,923
866
$374K 0.01%
+6,980
867
$372K 0.01%
+10,871
868
$370K 0.01%
+4,218
869
$370K 0.01%
15,745
-667
870
$369K 0.01%
+14,178
871
$368K 0.01%
+11,518
872
$366K 0.01%
+4,688
873
$364K 0.01%
14,841
874
$364K 0.01%
15,057
-1,797
875
$363K 0.01%
+4,934
33 34
35
36 37