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
$6.68B
AUM Growth
+$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$84.9M
2
+$75.6M
3
+$50.7M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$46.1M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$44.3M

Top Sells

1
+$79.7M
2
+$36.3M
3
+$31.8M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$26.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.4M

Sector Composition

1 Technology 7.23%
2 Healthcare 6.55%
3 Financials 6.39%
4 Energy 6.04%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$448K 0.01%
5,713
+779
852
$444K 0.01%
7,862
+787
853
$443K 0.01%
9,700
+1,170
854
$443K 0.01%
12,086
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855
$443K 0.01%
29,188
-185
856
$438K 0.01%
10,133
857
$437K 0.01%
6,016
-63,439
858
$437K 0.01%
11,510
+3,079
859
$437K 0.01%
16,364
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860
$437K 0.01%
10,809
-62
861
$433K 0.01%
72,446
-82,956
862
$428K 0.01%
2,969
-247
863
$427K 0.01%
4,508
+290
864
$425K 0.01%
5,150
-69
865
$424K 0.01%
12,500
866
$424K 0.01%
52,902
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867
$423K 0.01%
29,646
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$422K 0.01%
14,563
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869
$421K 0.01%
9,065
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870
$420K 0.01%
7,377
-140
871
$416K 0.01%
26,447
-5,228
872
$416K 0.01%
3,740
-171
873
$413K 0.01%
2,713
+541
874
$413K 0.01%
3,878
+917
875
$413K 0.01%
24,942
-53,958
33 34
35
36 37