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
$9.07B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$66.9M
3
+$58.6M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$34.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$31.2M

Top Sells

1
+$50.4M
2
+$36.5M
3
+$25.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$25.2M
5
IYF icon
iShares US Financials ETF
IYF
+$25.1M

Sector Composition

1 Technology 6.5%
2 Healthcare 6.03%
3 Industrials 5.22%
4 Financials 4.62%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$494K 0.01%
+9,343
877
$493K 0.01%
31,776
+70
878
$491K 0.01%
4,899
-53
879
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4,470
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12,500
881
$484K 0.01%
34,075
-1,914
882
$483K 0.01%
30,636
883
$482K 0.01%
400
884
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5,807
+560
885
$478K 0.01%
4,200
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886
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15,944
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3,375
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888
$473K 0.01%
38,235
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889
$472K 0.01%
4,065
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890
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33,110
-23,318
891
$463K 0.01%
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14,988
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6,374
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895
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9,141
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896
$458K 0.01%
10,601
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897
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24,812
+999
898
$455K 0.01%
10,536
-13,160
899
$454K 0.01%
6,314
+398
900
$454K 0.01%
31,000
+1,000
34 35
36
37 38