UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
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
+$95.9M
2
+$85.9M
3
+$80.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$70.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.2M

Top Sells

1
+$57.7M
2
+$10.1M
3
+$8.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$7.43M

Sector Composition

1 Energy 7.77%
2 Technology 7.09%
3 Healthcare 6.24%
4 Financials 6.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$179K ﹤0.01%
+1,087
877
$175K ﹤0.01%
14,087
878
$172K ﹤0.01%
33,088
879
$170K ﹤0.01%
+13,005
880
$168K ﹤0.01%
+12,809
881
$168K ﹤0.01%
11,640
-1,500
882
$167K ﹤0.01%
+27,645
883
$167K ﹤0.01%
11,000
884
$159K ﹤0.01%
+10,911
885
$153K ﹤0.01%
+13,000
886
$152K ﹤0.01%
+12,547
887
$147K ﹤0.01%
+10,883
888
$147K ﹤0.01%
20,906
+6,656
889
$146K ﹤0.01%
13,177
+1,345
890
$146K ﹤0.01%
+2,310
891
$142K ﹤0.01%
+20,640
892
$137K ﹤0.01%
20,000
893
$136K ﹤0.01%
+1,285
894
$133K ﹤0.01%
10,500
-3,502
895
$129K ﹤0.01%
10,433
-514
896
$128K ﹤0.01%
11,008
897
$124K ﹤0.01%
+11,191
898
$124K ﹤0.01%
16,889
-3,273
899
$123K ﹤0.01%
10,705
900
$122K ﹤0.01%
16,604
-1,372
34 35
36
37 38