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

Top Buys

1
+$106M
2
+$24.8M
3
+$24.3M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$24.3M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$23.9M

Top Sells

1
+$35.9M
2
+$32.3M
3
+$31.8M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$20.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$20.2M

Sector Composition

1 Energy 6.89%
2 Technology 6.83%
3 Financials 6.27%
4 Healthcare 6.11%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$362K 0.01%
+2,518
877
$362K 0.01%
10,133
-14
878
$362K 0.01%
26,315
879
$361K 0.01%
+9,087
880
$358K 0.01%
+16,855
881
$356K 0.01%
+8,512
882
$355K 0.01%
+2,518
883
$355K 0.01%
+6,099
884
$354K 0.01%
+5,000
885
$353K 0.01%
+9,486
886
$352K 0.01%
15,172
+380
887
$352K 0.01%
+9,494
888
$352K 0.01%
15,709
+1,271
889
$351K 0.01%
+5,219
890
$340K 0.01%
15,977
+3,620
891
$340K 0.01%
+5,611
892
$337K 0.01%
+8,338
893
$337K 0.01%
+5,590
894
$335K 0.01%
+6,606
895
$335K 0.01%
+14,959
896
$335K 0.01%
+8,436
897
$333K 0.01%
+8,540
898
$333K 0.01%
+4,421
899
$329K 0.01%
1,712
-1,019
900
$328K 0.01%
+3,355
34 35
36
37 38