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
$13.4B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$39.7M
3
+$34.5M
4
GILD icon
Gilead Sciences
GILD
+$24M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$21.2M

Top Sells

1
+$35.4M
2
+$34.4M
3
+$34M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$33.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$32.2M

Sector Composition

1 Technology 8.13%
2 Financials 5.77%
3 Healthcare 5.77%
4 Industrials 4.87%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$637K ﹤0.01%
7,496
-1,622
877
$637K ﹤0.01%
27,775
-1,235
878
$637K ﹤0.01%
+41,793
879
$636K ﹤0.01%
18,141
-2,161
880
$630K ﹤0.01%
9,952
+141
881
$627K ﹤0.01%
9,499
+493
882
$626K ﹤0.01%
+6,622
883
$624K ﹤0.01%
12,645
+2,645
884
$623K ﹤0.01%
7,624
+608
885
$623K ﹤0.01%
19,346
+2,647
886
$622K ﹤0.01%
6,933
-1,667
887
$621K ﹤0.01%
7,043
-792
888
$620K ﹤0.01%
6,013
-79
889
$619K ﹤0.01%
8,110
-98
890
$617K ﹤0.01%
17,742
+1,856
891
$615K ﹤0.01%
10,391
+767
892
$614K ﹤0.01%
6,688
+200
893
$614K ﹤0.01%
48,066
+2,508
894
$613K ﹤0.01%
11,075
-341
895
$613K ﹤0.01%
23,186
+2,682
896
$611K ﹤0.01%
21,793
-841
897
$611K ﹤0.01%
17,365
+2,441
898
$607K ﹤0.01%
26,896
+1,661
899
$607K ﹤0.01%
+3,794
900
$607K ﹤0.01%
9,084
+763
34 35
36
37 38