UCFA
United Capital Financial Advisors Portfolio holdings
AUM
$12.4B
1-Year Return
14.22%
This Quarter Return
+2.56%
1 Year Return
+14.22%
3 Year Return
+51.99%
5 Year Return
+82.17%
10 Year Return
+172.16%
AUM
$9.82B
AUM Growth
+$749M
(+8.3%)
Cap. Flow
+$397M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
22.68%
Holding
1,335
New
123
Increased
559
Reduced
486
Closed
87
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$41.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$33.5M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$32.3M |
| 4 |
iShares US Healthcare ETF
IYH
|
+$25.7M |
| 5 |
iShares US Financials ETF
IYF
|
+$20.5M |
Top Sells
Sector Composition
| 1 | Industrials | 7.48% |
| 2 | Technology | 6.02% |
| 3 | Healthcare | 5.92% |
| 4 | Financials | 4.35% |
| 5 | Consumer Staples | 3.89% |
