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
$4.69B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$86.8M
3
+$83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$71.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.3M

Top Sells

1
+$58.4M
2
+$9.65M
3
+$8.99M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.3M

Sector Composition

1 Energy 7.77%
2 Technology 7.1%
3 Financials 6.24%
4 Healthcare 6.24%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$182K ﹤0.01%
+27,994
877
$179K ﹤0.01%
+1,087
878
$175K ﹤0.01%
14,087
879
$172K ﹤0.01%
33,088
880
$170K ﹤0.01%
+13,005
881
$168K ﹤0.01%
+12,809
882
$168K ﹤0.01%
11,640
-1,500
883
$167K ﹤0.01%
+27,645
884
$167K ﹤0.01%
11,000
885
$159K ﹤0.01%
+10,911
886
$153K ﹤0.01%
+13,000
887
$152K ﹤0.01%
+12,547
888
$147K ﹤0.01%
+10,883
889
$147K ﹤0.01%
20,906
+6,656
890
$146K ﹤0.01%
13,177
+1,345
891
$146K ﹤0.01%
+2,310
892
$142K ﹤0.01%
+20,640
893
$137K ﹤0.01%
20,000
894
$136K ﹤0.01%
+1,285
895
$133K ﹤0.01%
10,500
-3,502
896
$129K ﹤0.01%
10,433
-514
897
$128K ﹤0.01%
11,008
898
$124K ﹤0.01%
+11,191
899
$124K ﹤0.01%
16,889
-3,273
900
$123K ﹤0.01%
10,705
34 35
36
37 38