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
$6.68B
AUM Growth
+$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$84.9M
2
+$75.6M
3
+$50.7M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$46.1M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$44.3M

Top Sells

1
+$79.7M
2
+$36.3M
3
+$31.8M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$26.6M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.4M

Sector Composition

1 Technology 7.23%
2 Healthcare 6.55%
3 Financials 6.39%
4 Energy 6.04%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$412K 0.01%
+6,133
877
$412K 0.01%
2,128
-1,462
878
$410K 0.01%
7,564
-189
879
$410K 0.01%
3,362
-94
880
$410K 0.01%
9,944
+425
881
$407K 0.01%
16,942
+5,373
882
$407K 0.01%
10,056
+1,516
883
$407K 0.01%
15,872
-51
884
$406K 0.01%
13,198
+2,584
885
$402K 0.01%
6,001
+390
886
$401K 0.01%
11,648
-6,963
887
$399K 0.01%
+2,553
888
$398K 0.01%
380
+11
889
$392K 0.01%
21,347
-5,597
890
$390K 0.01%
5,228
-570
891
$390K 0.01%
+12,516
892
$386K 0.01%
17,685
+1,708
893
$385K 0.01%
11,408
-3,336
894
$384K 0.01%
+9,832
895
$379K 0.01%
10,780
-1,265
896
$377K 0.01%
9,414
+503
897
$376K 0.01%
13,022
-134,294
898
$376K 0.01%
+8,251
899
$373K 0.01%
26,315
900
$371K 0.01%
29,083
-6,794
34 35
36
37 38