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
$8.33B
AUM Growth
-$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$233M
3
+$162M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$106M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$79.5M

Top Sells

1
+$119M
2
+$80.7M
3
+$57.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$45.9M
5
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$45.1M

Sector Composition

1 Technology 6.51%
2 Healthcare 6.06%
3 Financials 5.84%
4 Industrials 4.97%
5 Energy 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$570K 0.01%
6,774
+541
852
$569K 0.01%
+9,245
853
$566K 0.01%
39,835
+2,335
854
$565K 0.01%
+35,044
855
$563K 0.01%
6,389
-25
856
$560K 0.01%
16,321
+7,047
857
$556K 0.01%
625
858
$555K 0.01%
6,783
+40
859
$552K 0.01%
5,672
-8,340
860
$551K 0.01%
14,796
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861
$551K 0.01%
19,488
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862
$549K 0.01%
25,167
863
$549K 0.01%
10,392
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864
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865
$547K 0.01%
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-366
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$547K 0.01%
19,137
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$542K 0.01%
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868
$541K 0.01%
11,440
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$535K 0.01%
9,718
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870
$534K 0.01%
36,000
871
$532K 0.01%
22,288
+680
872
$529K 0.01%
4,335
-422
873
$529K 0.01%
12,117
-1,318
874
$528K 0.01%
37,236
-500
875
$525K 0.01%
11,713
-1,639
33 34
35
36 37