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
$11.8B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,381
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$23.2M
3
+$23.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$19.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M

Top Sells

1
+$39.7M
2
+$36.2M
3
+$18.2M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$16M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$13.9M

Sector Composition

1 Technology 6.95%
2 Healthcare 5.94%
3 Financials 5.65%
4 Industrials 5.49%
5 Energy 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$680K 0.01%
6,450
+1,461
877
$676K 0.01%
12,056
-25,832
878
$675K 0.01%
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6,180
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$674K 0.01%
31,951
-234
881
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30,694
+6,099
882
$672K 0.01%
31,904
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883
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884
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886
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890
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63,520
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893
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24,569
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13,521
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895
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8,003
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896
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7,362
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897
$632K 0.01%
+35,132
898
$630K 0.01%
30,352
-8,290
899
$627K 0.01%
12,460
-714
900
$624K 0.01%
25,366
-297
34 35
36
37 38