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
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$25M
3
+$24.9M
4
IYR icon
iShares US Real Estate ETF
IYR
+$24.7M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$24.7M

Top Sells

1
+$36.2M
2
+$33.8M
3
+$31.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$20.9M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$20.8M

Sector Composition

1 Energy 6.89%
2 Technology 6.82%
3 Financials 6.25%
4 Healthcare 6.11%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$362K 0.01%
10,133
-14
877
$362K 0.01%
26,315
878
$361K 0.01%
+9,087
879
$358K 0.01%
+16,855
880
$356K 0.01%
+8,512
881
$355K 0.01%
+2,518
882
$355K 0.01%
+6,099
883
$354K 0.01%
+5,000
884
$353K 0.01%
+9,486
885
$352K 0.01%
15,172
+380
886
$352K 0.01%
+9,494
887
$352K 0.01%
15,709
+1,271
888
$351K 0.01%
+5,219
889
$340K 0.01%
15,977
+3,620
890
$340K 0.01%
+5,611
891
$337K 0.01%
+8,338
892
$337K 0.01%
+5,590
893
$335K 0.01%
+6,606
894
$335K 0.01%
+14,959
895
$335K 0.01%
+8,436
896
$333K 0.01%
+8,540
897
$333K 0.01%
+4,421
898
$329K 0.01%
1,712
-1,019
899
$328K 0.01%
+3,355
900
$327K 0.01%
655
-200
34 35
36
37 38