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
$18.2B
AUM Growth
-$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$43.5M
3
+$39.9M
4
AAPL icon
Apple
AAPL
+$37.9M
5
TRI icon
Thomson Reuters
TRI
+$34M

Top Sells

1
+$36.1M
2
+$27.8M
3
+$25.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$20.4M
5
XOM icon
Exxon Mobil
XOM
+$18.5M

Sector Composition

1 Technology 10.09%
2 Healthcare 6.76%
3 Financials 5.41%
4 Industrials 4.55%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$373K ﹤0.01%
18,500
877
$371K ﹤0.01%
8,827
+749
878
$370K ﹤0.01%
29,784
-4,852
879
$368K ﹤0.01%
6,419
+619
880
$368K ﹤0.01%
1,345
+732
881
$368K ﹤0.01%
17,713
+132
882
$367K ﹤0.01%
17,517
+83
883
$364K ﹤0.01%
7,870
-2,050
884
$363K ﹤0.01%
17,027
-680
885
$363K ﹤0.01%
36,583
-1,654
886
$362K ﹤0.01%
27,609
+299
887
$362K ﹤0.01%
33,746
+10,065
888
$359K ﹤0.01%
5,144
-466
889
$358K ﹤0.01%
11,381
+111
890
$357K ﹤0.01%
4,232
+352
891
$355K ﹤0.01%
15,891
+21
892
$354K ﹤0.01%
3,913
+1,065
893
$353K ﹤0.01%
10,467
-1,022
894
$352K ﹤0.01%
3,772
+916
895
$351K ﹤0.01%
7,512
896
$350K ﹤0.01%
7,691
+2,283
897
$347K ﹤0.01%
6,918
+75
898
$345K ﹤0.01%
3,138
+25
899
$343K ﹤0.01%
3,099
+170
900
$342K ﹤0.01%
4,737
34 35
36
37 38