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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$537K 0.01%
+10,320
852
$536K 0.01%
34,136
-400
853
$533K 0.01%
6,023
-88
854
$533K 0.01%
11,921
+4,323
855
$525K 0.01%
10,841
+1,327
856
$525K 0.01%
8,643
+1,069
857
$524K 0.01%
31,358
-337
858
$522K 0.01%
26,888
-213,050
859
$519K 0.01%
19,152
-2,815
860
$518K 0.01%
7,818
+2,267
861
$518K 0.01%
29,966
862
$518K 0.01%
23,560
+6,274
863
$517K 0.01%
8,344
+390
864
$516K 0.01%
13,484
+1,144
865
$516K 0.01%
14,605
-1,420
866
$515K 0.01%
+6,854
867
$515K 0.01%
56,502
-4,527
868
$514K 0.01%
11,512
+2,379
869
$512K 0.01%
23,868
870
$512K 0.01%
1,175
-3,881
871
$511K 0.01%
12,000
872
$510K 0.01%
8,656
-385
873
$508K 0.01%
2,779
+136
874
$507K 0.01%
11,013
+2,610
875
$500K 0.01%
13,762
+1,176
33 34
35
36 37