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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$708K 0.01%
5,256
-1,974
852
$702K 0.01%
10,250
+39
853
$702K 0.01%
11,716
-9,999
854
$700K 0.01%
36,987
+1,192
855
$699K 0.01%
21,370
+220
856
$699K 0.01%
+6,644
857
$695K 0.01%
13,707
-5,249
858
$693K 0.01%
38,500
859
$692K 0.01%
23,865
-7,022
860
$690K 0.01%
28,957
+1,563
861
$688K 0.01%
25,050
862
$681K 0.01%
16,089
+1,374
863
$673K 0.01%
119,456
-37,744
864
$672K 0.01%
10,262
+886
865
$672K 0.01%
36,308
+1,708
866
$667K 0.01%
61,134
+967
867
$663K ﹤0.01%
7,725
868
$660K ﹤0.01%
11,267
-2,236
869
$656K ﹤0.01%
13,297
+445
870
$647K ﹤0.01%
12,921
+1,309
871
$647K ﹤0.01%
23,167
+49
872
$647K ﹤0.01%
21,437
-1,605
873
$644K ﹤0.01%
7,082
+198
874
$642K ﹤0.01%
+31,975
875
$640K ﹤0.01%
13,183
+358
33 34
35
36 37