UCFA

United Capital Financial Advisors Portfolio holdings

AUM $16.6B
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$25M
3
+$24.9M
4
IYR icon
iShares US Real Estate ETF
IYR
+$24.7M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$24.7M

Top Sells

1
+$36.2M
2
+$33.8M
3
+$31.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$20.9M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$20.8M

Sector Composition

1 Energy 6.89%
2 Technology 6.82%
3 Financials 6.25%
4 Healthcare 6.11%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$326K 0.01%
+6,329
902
$325K 0.01%
24,819
+13,240
903
$325K 0.01%
+9,519
904
$321K 0.01%
+5,710
905
$319K 0.01%
+4,565
906
$319K 0.01%
+8,530
907
$317K 0.01%
+5,965
908
$315K 0.01%
15,750
-3,600
909
$315K 0.01%
+4,602
910
$315K 0.01%
+6,030
911
$312K 0.01%
30,052
+1,820
912
$312K 0.01%
+2,172
913
$311K 0.01%
16,039
914
$311K 0.01%
13,662
+266
915
$310K 0.01%
+5,031
916
$308K 0.01%
+3,211
917
$307K 0.01%
8,910
-5,071
918
$304K 0.01%
6,137
-30,606
919
$304K 0.01%
+22,552
920
$298K 0.01%
+5,697
921
$297K 0.01%
8,663
-1,966
922
$292K 0.01%
22,000
923
$292K 0.01%
38,728
924
$291K 0.01%
28,027
925
$291K 0.01%
12,800
35 36
37
38 39