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
$8.33B
AUM Growth
-$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$233M
3
+$162M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$106M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$79.5M

Top Sells

1
+$119M
2
+$80.7M
3
+$57.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$45.9M
5
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$45.1M

Sector Composition

1 Technology 6.51%
2 Healthcare 6.06%
3 Financials 5.84%
4 Industrials 4.97%
5 Energy 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$524K 0.01%
14,462
-106
877
$524K 0.01%
13,627
+2,027
878
$523K 0.01%
4,820
+387
879
$523K 0.01%
2,702
-8,960
880
$518K 0.01%
+13,810
881
$517K 0.01%
21,020
-308,357
882
$517K 0.01%
4,946
-89
883
$516K 0.01%
6,092
-2,539
884
$516K 0.01%
18,891
+104
885
$511K 0.01%
637
+66
886
$511K 0.01%
61,005
+4,275
887
$509K 0.01%
+10,537
888
$508K 0.01%
114,000
889
$507K 0.01%
23,355
-2,346
890
$501K 0.01%
12,701
-69
891
$497K 0.01%
17,207
-8,522
892
$496K 0.01%
14,176
-157,412
893
$495K 0.01%
26,021
-2,367
894
$493K 0.01%
9,708
-726
895
$492K 0.01%
35,800
+1,248
896
$490K 0.01%
3,126
+1,419
897
$490K 0.01%
8,000
898
$490K 0.01%
4,897
-2,931
899
$490K 0.01%
7,079
+2,727
900
$489K 0.01%
57,592
+974
34 35
36
37 38